TopHot
529 to Roth IRA Rollover Questions
529 to Roth IRA Rollover Questions I’m in the fortunate position to have approximately $6,400 left over in a 529 account that I’m the beneficiary of. My parents financial advisor gave them some (seemingly) incorrect information and I’m trying to determine what my next steps are. -The advisor wanted to open a new 529 account with me as the owner. I’m currently the beneficiary on ...
Category:
