SECURE 2.0 UPDATE: Rolling unused 529 funds into a Roth IRA for the beneficiary has 2 limitations: (a) the account must be at least 15 years old, and (b) the maximum that can be rolled over is $35,000
@miguelcubero3440
2 ай бұрын
I didnt know you could convert the balance of a QTIP to a Roth IRA. I really love these pockets of info you through into the mix! Another video well worth the wait
@TheTaxGeek
2 ай бұрын
Being able to convert a 529 account into a Roth IRA is new for this year so it's not widely disseminated. Thanks as always for your support of the channel.
@MrT6bill
2 ай бұрын
Hooray for Secure Act and The Tax Geek! Best tax videos on earth!
@TheTaxGeek
2 ай бұрын
*blush*
@starnegron1623
2 ай бұрын
Hey awesome! Will give you more suggestions 😉😉. Estrella-
@TheTaxGeek
2 ай бұрын
Thanks!
@miguelcubero3440
2 ай бұрын
❤
@starnegron1623
Ай бұрын
Hi me again😂. Video on backdoor IRA. Estrella -
@TheTaxGeek
Ай бұрын
I presume you mean a "backdoor Roth." I've added it to the list!
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