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  • Momentum Wealth Partners
    350 Springside Drive Suite 101 Akron, OH 44333-2688 T: 234.646.0001 TF: 888.230.2594 F: 888.620.0604
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SECURE Act 2.0 allows rollovers of 529 funds to Roth IRA
Effective in 2024, beneficiaries of 529 college savings accounts may transfer unused funds directly to a Roth IRA.
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Momentum Wealth PartnersMomentum Wealth Partners
  • Momentum Wealth Partners
  • 350 Springside Drive Suite 101 Akron, OH 44333-2688
  • T: 234.646.0001
  • TF: 888.230.2594
  • F: 888.620.0604
  • Map & Directions
  • Map & Directions

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