Wednesday, July 24 | 4:40 p.m. - 5:30 p.m. | Concurrent Session

529 Plans Updates and Unanswered Questions

1 CPE for AFSP, EA, CFP®, CPA, CRTP

SECURE 2.0 added a provision that allows 529 plan account holders to roll funds into a Roth IRA starting in 2024. After the enactment of the law, there were several unanswered questions. This session will address these outstanding issues.

Objectives
Upon completion of this session, you will be able to:

Outline requirements of rolling over a 529 plan to a Roth IRA
Summarize current guidance issued
Identify outstanding questions and answers

CPE information
Duration: 50 minutes
Course level: Update
Prerequisite: Basic understanding of federal income taxation
Advanced preparation: None
Delivery method: Group Live

Kathryn Keane, EA

Principal Tax Professional at Macanta Corporation