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Fidelity Advisor 529 New Account Application Form

Fidelity Advisor 529 New Account Application Form

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Instructions and help about Fidelity Advisor 529 New Account Application Form

today's topic 529 plan to Roth IRA transfers that's right the first video for 2024 is going to be a very popular topic not only for this year but likely for many years to come until we maybe lose this opportunity but it's new it's here and we're going to walk through it short story is you will now be able to transfer money from a 529 plan to a Roth IRA that is right 529 plan to a Roth IRA but hold on there are lots of rules that you need to follow so in today's video we're going to walk through those rules we're going to walk through some things to keep in mind and also I'm going to include one of our famous flowcharts that you can pretty much walk through with a simple yes or no to see if you maybe qualified to do this awesome new conversion that we have so stay tuned that's all coming up next all right the rules now with this being so new you will catch me looking down at my notes a little bit more than u

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