Decision made: Why 529 plans are a popular choice for education savings
For families saving for college, 529 plans remain popular. Here are some key facts about 529 plans.
Tag: backdoor Roth
How to avoid a misstep with a backdoor Roth contribution
It is important to note there are some potential mistakes to be avoided when executing a backdoor Roth strategy.
SECURE 2.0 creates new backdoor Roth opportunity
Beginning in 2024, the SECURE Act allows unused funds from a college savings plan to be transferred to a Roth IRA in a form of backdoor Roth strategy.