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Know These New Retirement Planning Rules for 2024 and Beyond
Analysis November 21, 2024 at 10:36 PM
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What You Need To Know
- RMDs to cover all IRA accounts must be taken before Roth conversions for any of a client’s IRAs.
- Beginning in 2025, clients 60 to 63 years old can make supersized catch-up contributions.
- Any funds left in a 529 plan can now be transferred to a Roth IRA account in the name of the 529 plan beneficiary.
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