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As a student, you have a unique set of resources and financial needs. It is important to understand what opportunities are available to you during this stage in life.

529-to-Roth Rollover: Changes Under 2019 and 2022 SECURE Acts

Parents, Stocks and Equity, Students / November 23, 2023

From 529-to-Roth IRA Rollovers to Student Loans, learn the enhanced benefits of 529 Plans under the 2019 and 2022 Secure Acts.

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Students

529-to-Roth Rollover: Changes Under 2019 and 2022 SECURE Acts

ABOUT

The Little CPA empowers social entrepreneurs and purpose-driven professionals to make wise financial decisions that help them overcome financial challenges, create generational wealth and make meaningful impact.
Inspired by Proverbs 27:23-27.

Click here to learn more!

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Students

529-to-Roth Rollover: Changes Under 2019 and 2022 SECURE Acts

ABOUT

The Little CPA empowers social entrepreneurs and purpose-driven professionals to make wise financial decisions that help them overcome financial challenges, create generational wealth and make meaningful impact. Inspired by Proverbs 27:23-27.

Click here to learn more!

MENU

The Little CPA empowers social entrepreneurs and purpose-driven professionals to make wise financial decisions that help them overcome financial challenges, create generational wealth and make meaningful impact.
Inspired by Proverbs 27:23-27.