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I have a tax-free conversion from a 529 plan to a Roth IRA. I checked "trustee-to-trustee" transfer, but it does not have an option for Roth IRA conversion. Advice?
rachelglassman
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I have a tax-free conversion from a 529 plan to a Roth IRA. I checked "trustee-to-trustee" transfer, but it does not have an option for Roth IRA conversion. Advice?
‎April 10, 2025
5:26 PM
