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2. Why Unused 529 Plan Funds Might No Longer Be a Concern With ...

   www.aol.com/why-unused-529-plan-funds-070000800.html

   To take advantage of this new option, families with 529 plans must adhere to the following rules: The 529 plan must be open for at least 15 years before attempting the 529-to-Roth rollover. And ...

3. My wife and I saved up $73,000 in 529 college savings plans ...

   www.aol.com/finance/wife-saved-73-000-529...

   As of 2024, you may be allowed to roll over up to $35,000 in unused funds from your 529 plan into a Roth IRA account for the beneficiary — the idea being that these unused funds can help ...

4. 529 plan contribution limits for 2024: What college savers ...

   www.aol.com/finance/529-plan-contribution-limits...

   A 529 plan is a tax-advantaged way for parents to save for their children’s education expenses. ... Key rules apply to the conversion: The 529 plan must be open for at least 15 years before it ...

5. 529 plan - Wikipedia

   en.wikipedia.org/wiki/529_plan

   529 plans are named after section 529 of the Internal Revenue Code—26 U.S.C. § 529.While most plans allow investors from out of state, there can be significant state tax advantages and other benefits, such as matching grant and scholarship opportunities, protection from creditors and exemption from state financial aid calculations for investors who invest in 529 plans in their state of ...

6. You can now move any money left over in your 529 college ...

   www.aol.com/finance/now-move-money-left-over...

   Thanks to new rules set out in the Setting Every Community Up for Retirement Enhancement (SECURE) 2.0 Act of 2022, unused 529 funds can be transferred to the 529 beneficiary’s Roth IRA account ...

7. 4 Common 529 Plan Myths You Need to Know - AOL

   www.aol.com/finance/4-common-529-plan-myths...

   It's important to know exactly how 529 plans work.