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529 Plan-to-Roth IRA Rollovers

529 Plan-to-Roth IRA Rollovers

I’ve heard that there’s a new option for savings in 529 plans to be rolled over to an IRA. Is this true? The SECURE Act of 2022—also known as SECURE 2.0—made many changes to tax-advantaged savings arrangements. Not all SECURE 2.0 provisions took effect immediately....
IRS Issues Proposed Long-Term, Part-Time Regulations

IRS Issues Proposed Long-Term, Part-Time Regulations

The Internal Revenue Service (IRS) has released a proposed regulation reflecting statutory changes related to long-term, part-time (LTPT) employees made by the SECURE Act of 2019 (SECURE Act) and the SECURE 2.0 Act of 2022 (SECURE 2.0). This proposed regulation would...

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