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Message
re: Custodial Account Funds- Schwab
Posted on 8/14/23 at 12:24 pm to TorchtheFlyingTiger
Posted on 8/14/23 at 12:24 pm to TorchtheFlyingTiger
quote:
Why not use a 529? You can convert up to $35k to Roth IRA and Roth contributions can be withdrawn tax and penalty free.
In Louisiana?
1
Posted on 8/14/23 at 12:35 pm to TheBoo
Yes, it is Federal law SECURE Act 2.0 enacted this change starting in '24. Fidelity: 529 to Roth rollover
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