Roth IRAs

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Tax-Free Rollover from 529 to Roth IRA

One of the more exciting provisions of the SECURE 2.0 Act, signed into law December 2022, is the tax-free rollover from a 529 educational savings account into a Roth IRA. This provision became effective in 2024 and will help to reduce or eliminate the problem of having unused funds in…

March 12, 2024

Roth IRAs : Slick Strategy or Evil Surtax

The fact is most taxpayers like the idea of having tax free income and paying less income taxes. It is true, qualified Roth retirement accounts can provide tax-free income to you during retirement, but what cost might you pay for this gratitude? For example, you contribute $5,000 per year to…

June 6, 2019