529 to Roth IRA Rollovers: What you need to know

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Source

Recorded19 Mar 2024

Publishersecure.ubs.com

Handlerec:4544163

Show notes

Join us as we explore a new provision that allows excess college 529 assets to be rolled to the 529 beneficiary’s Roth IRA. Isaac Chota, UBS 529 and Donor-advised fund program manager and George Walsh, UBS IRA program manager, from the UBS Chief Investment Office, discuss the possibilities and limitations of such rollovers. Host: Daniel Cassidy

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