WBEN’s Interview: “Tony Ogorek On A New Provision Allowing Some 529 Money To Roll Over To A Roth IRA”

WBEN interviewed Tony Ogorek to discuss some new provisions coming in 2024 that will allow you to use money put into a 529 plan (for your child’s college education) and roll it over into a Roth IRA, but there are strings attached.

Listen to the Entire Interview

 

 

PLEASE SEE IMPORTANT DISCLOSURE INFORMATION HERE.

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Ogorek Wealth Management, LLC

Ogorek Wealth Management, LLC