video1.0<iframe src="https://www.loom.com/embed/1a1dce8dc54d437da7c301d1990408c8" frameborder="0" width="1280" height="960" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>9601280Loomhttps://www.loom.com9601280https://cdn.loom.com/sessions/thumbnails/1a1dce8dc54d437da7c301d1990408c8-c802a4fe5d0d4970.gif197.579In this video, I discuss a new feature of Secure 2.0 that allows us to roll over excess funds from 529 plans into Roth IRAs. This is a game changer for clients who have saved diligently but may have leftover funds due to scholarships or other reasons. You can convert up to $7,000 each year for a maximum of $35,000 over five years, which can significantly grow into a valuable nest egg. I encourage you to explore this feature and consider its benefits for your clients.