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Nice article. I do think however writers should mention many states do not recognize 529 rollover's to Roth Accounts as qualified expenditures. This will result in State taxes and sometimes recovery of previous tax deductions
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Link to comment from January 9, 2024
Comments
Nice article. I do think however writers should mention many states do not recognize 529 rollover's to Roth Accounts as qualified expenditures. This will result in State taxes and sometimes recovery of previous tax deductions
Post: Strings Attached
Link to comment from January 9, 2024