The 529-to-Roth IRA transfer is a new and interesting feature that was recently passed into law from the SECURE Act 2.0, and many clients (and advisors!) are curious as to whether they can take advantage of it.
Using this guide, you will be able to quickly determine if your client is eligible to implement a 529-to-Roth IRA transfer and whether it might be a good fit for them.
This flowchart covers the important criteria a client needs to consider when determining if they can make a 529-to-Roth IRA transfer, such as:
Click here for a client-facing email template.