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2. How to roll over a 529 plan to a Roth IRA

   www.aol.com/finance/roll-over-529-plan-roth...

   The 529 education savings plan is getting a lot more interesting in 2024. Starting this year, unused money in a 529 plan can be converted into a Roth IRA, eliminating one of the major defects in ...

3. 529-To-Roth IRA Rollovers: What You Need To Know

   www.aol.com/finance/529-funds-now-rolled-roth...

   Starting in 2024, unused 529 funds can be rolled into a Roth IRA tax-free, thanks to the SECURE 2.0 Act, giving families more flexibility with college savings.

4. 529 plan vs. Roth IRA: Here’s how families can use both to ...

   www.aol.com/finance/529-plan-vs-roth-ira...

   Now, unused money in a 529 plan can be converted into a Roth IRA. The rule allows beneficiaries to convert a lifetime total of $35,000 from a 529 plan to a Roth IRA without incurring taxes or ...

5. The 529 to Roth IRA transfer opportunity - AOL

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

   The maximum amount that can be rolled over into a Roth IRA from a 529 plan is $35,000 per beneficiary, per account. But, for 2024, the total contribution can’t exceed $7,000 per beneficiary ...

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

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

   One of the most significant was the 529-to-Roth IRA conversion option, which has gone into effect this year. Essentially, it lets families transfer unused 529 plan funds into a Roth IRA .

7. Should you worry about overfunding your 529 plan? - AOL

   www.aol.com/worry-overfunding-529-plan-185544920...

   The 529 funds you roll over count toward your IRA annual contribution limit. You can move a maximum of $35,000 from a 529 plan to a Roth IRA during your lifetime. 529 funds must be converted by ...