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529 to Roth IRA Transfers: A New Backdoor Roth Contribution Strategy Is Born
college fafsa Michael Ruger 1/20/26 college fafsa Michael Ruger 1/20/26

529 to Roth IRA Transfers: A New Backdoor Roth Contribution Strategy Is Born

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Investment advisory services are offered through Greenbush Financial Group, LLC (GFG).  GFG is an SEC Registered Investment Advisor.  The information presented is provided for informational purposes only and not to be construed as a recommendation or solicitation of any particular investment or investment strategy.  The information provided is not a substitute for or the same as a consultation with an investment adviser in a one-on-one context whereby all the facts of the reader’s situation can be considered in its entirety and the investment adviser can provide individualized investment advice or a customized financial plan.  Investors must make their own determination as to the appropriateness of an investment or strategy based on their specific investment objectives, financial status, and risk tolerance.  To determine which investments may be appropriate for you, consult your financial advisor prior to investing.  Past performance is not an indication of future results.  Investments involve risk and the possible loss of principal. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio.  Diversification does not ensure against market risk.  All performance referenced is historical and is no guarantee of future results.  All indices are unmanaged and cannot be invested into directly. Greenbush Financial Group does not provide legal, tax, or accounting advice.  Please consult your own tax, legal, accountant, or investment professional for guidance.  Some of the information on our website is time sensitive information and is subject To Change. 

 

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