SECURE 2.0 529-to-Roth IRA Rollovers

Below I’ll discuss the ins and outs of the new SECURE 2.0 529-to-Roth IRA rollover provision.  While an understanding of the details is great, the more important issue is this: does this new rule fundamentally change financial decision making and planning?  My thoughts on this provision have developed somewhat since my January independent media appearances […]