S. John Ryan

S. John Ryan

Seward & Kissel LLP

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New Option: Rollover From 529 Account to Roth IRA

Federal income tax law offers tax advantages to taxpayers that save money in specially designated accounts earmarked for future educational expenses (“529 Accounts”).  In addition, federal income tax law also incentivizes...more

8/22/2024  /  529 Plans , Beneficiaries , Contribution Limits , Education Expenses , Incentives , Income Taxes , Individual Retirement Account (IRA) , IRA Rollovers , Retirement Plan , Roth IRA
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