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Daily Archives: March 22, 2024

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In the News: Navigating new rules: Roth IRA rollover options for unused 529 Plan funds

Featured, In The NewsBy Editorial TeamMarch 22, 2024

As seen in the Marietta Daily Journal, Bil Lako, CFP® highlights your options if you have leftover funds in a 529 Plan—including the newest option of a Roth IRA rollover.

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