top of page

Secure 2.0 Act: 529 to Roth Conversion

  • The Converse Team
  • Apr 19, 2023
  • 1 min read

Updated: Jan 21, 2025

Brandon Converse breaks down the new 529 to Roth IRA conversion option introduced by the Secure 2.0 Act. Learn how you can transfer unused 529 plan funds into a Roth IRA, giving you more flexibility and potential tax benefits for retirement.



 
 
 

Comments

The Converse Team Logo - White Horizontal
SUBSCRIBE TO OUR NEWSLETTER

Thanks for submitting!

Consulting and Financial Planning Services offered through Converse Team Financial Services, LLC. Converse Financial Advisory, Inc., Converse Team Financial Services, LLC, and The Converse Team are not registered broker/dealers and are independent of Raymond James Financial Services. Investment Advisory Services are offered through Converse Team Financial Services, LLC and Raymond James Financial Services Advisors, Inc. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC.

 

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.

 

Links are being provided for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Please click the links for the Privacy Notice, Legal Disclosure and Form CRS for Converse Team Financial Services, LLC.

bottom of page