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The Journal is free to read. To receive new essays directly, verify your email through the gate that appears on any article — we send one quarterly digest plus occasional alerts on major tax-law changes. We do not sell or share email addresses, and you can unsubscribe in one click.

Who writes the essays in The KGOB Journal?

Essays are written by KGOB columnists and senior staff writers — Sara Gonzalez, CPA (Tax Strategy), Helena Park (Wealth Strategy), Priya Iyer (Tax Procedure), Marcus Reyes (Multistate Compliance), and Robbie (State of the States). Every essay is research-backed with primary-source citations to congress.gov, IRS publications, Federal Register notices, and state DOR materials.

How often does The Journal publish?

The Journal publishes essays year-round and rolls quarterly issues — The Winter Brief (Q1), The Spring Brief (Q2), The Summer Brief (Q3), and The Year-End Brief (Q4). New essays appear on the index page weekly during active tax legislation cycles.

Can I cite a Journal essay in my own work?

Yes. Every essay includes a citation block at the bottom with the recommended format (Bluebook, APA, Chicago, MLA). All primary sources are linked. For longer-form reprints, contact the firm — we are generally happy to grant permission for academic or professional use.

Are these essays legal or tax advice?

No. The KGOB Journal is editorial commentary and educational analysis. It is research-backed and reflects how the firm thinks about current tax law, but it is not a substitute for engagement-level advice tailored to your specific situation. For implementation, contact KGOB at 1-844-599-3355 to schedule a scoping call.

KGOB CPAs & Advisors | Let's Talk Growth

SECURE 2.0 §126 created a long-awaited solution to the "overfunded 529" problem: beneficiaries of 529 college savings plans may roll over unused funds to a Roth IRA for the benefit of the same beneficiary. ¹ Effective for distributions after December 31, 2023, the provision converts what was previously a frustrating last-mile illiquidity into a retirement savings opportunity. For our family-office clients whose children completed college without exhausting 529 balances, this is a meaningful structural opening.

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· Verified emails only· Disposable addresses blocked· Unsubscribe in one clickThe KGOB Journal · Est. 2018

529 to Roth IRA Rollovers Under SECURE 2.0 §126

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529 to Roth IRA Rollovers Under SECURE 2.0 §126

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