The new 529-to-Roth IRA rollover (available beginning in 2024) has received much attention. How should we be thinking about it?

I blogged about the 529-to-Roth IRA rollover in depth on my blog: [ Ссылка ]

Of course, it wouldn't be tax planning without some twists and turns. On February 15th, the Texas Attorney General filed a 16 page lawsuit challenging the validity of the entire Omnibus bill. If successful, it would invalidate all of SECURE 2.0 (a part of the Omnibus bill) and the 529-to-Roth IRA rollover would vanish.

I did a separate video about this development here: [ Ссылка ]

The 16 page lawsuit filed in federal court is here: [ Ссылка ]

This video, the show notes, description, and any comments are for educational purposes only. They do not constitute tax, legal, financial, and/or investment advice for any person. Consult with your own advisors regarding your own matters.

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