Three TikTok Videos About 529 Plan to Roth IRA Rollovers That Are High on Drama and Low on Fact-checking. The finfluencer community appears to have seized on this relatively obscure provision and has been using it to flex their knowledge to their fans/followers.
John “J.R.” Robinson is the owner/founder of Financial Planning Hawaii and Fee-Only Planning Hawaii and is a co-founder of personal finance software maker Nest Egg Guru.
