In the News

Headline from Moneywise: “‘This is like Roth IRA-maxxing’ — why everyone’s suddenly raving about 529 plans even when college isn’t on the table”

Nathan Donohue was quoted on 529-to-Roth IRA rollovers, which are subject to SECURE 2.0 eligibility rules and to annual and lifetime limits.

September 7, 2026

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