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The Pehl Group of Raymond James

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  • The Pehl Group
    318 NW Chehalis Ave Chehalis, WA 98532-2034 F: 855.615.3541 T: 360.748.2103 F: 360.748.4690 TF: 844.303.0004
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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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The Pehl Group of Raymond James

  • The Pehl Group of Raymond James
  • The Pehl Group: 318 NW Chehalis Ave Chehalis, WA 98532-2034
  • F: 855.615.3541
  • T: 360.748.2103
  • F: 360.748.4690
  • TF: 844.303.0004
  • Map & Directions
  • Map & Directions

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.


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