Maximize your retirement investment flexibility in 2024 💼💼

1 year ago

In 2024, it will be possible to convert a Simple IRA mid-year into a 401K or Safe Harbor 401k, allowing more flexibility in retirement investments. Additionally, pre-existing rules around auto-enrollment, hardship withdrawals, and RMDs will be updated.

It will also be possible to transfer a 529 plan to a ROTH plan up to $35,000!

Watch the full episode now! 💼💼💼

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