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Excess 529 monies to a ROTH IRA

catch22catch22
in Other Investing
We use the UTAH 529 and they recently updated their account information to provide instructions and a form to mail if one chooses to move monies from the 529 plan to a Roth IRA of the beneficiary. This is part of the Secure Act 2.0 revisions which have been discussed here previous.
This is strictly a FYI for those who may have this circumstance; and should check their 529 plan for updates to this process.

Remain curious,
Catch

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