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2. 529-To-Roth IRA Rollovers: What You Need To Know

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   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.

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

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   Puts stranded 529 funds in a Roth IRA tax-free: This biggest advantage of a conversion is that you can repurpose funds that may have been previously stranded in a 529 plan and do so tax- and ...

4. The 529 to Roth IRA transfer opportunity - AOL

   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.

5. New bill allows unused 529 college funds to become a ...

   www.aol.com/finance/bill-allows-unused-529...

   Beneficiaries of 529 plans will be able to roll over funds from their 529 accounts to Roth IRAs tax and penalty free. ... For example, the maximum account balance in New York is $520,000.

6. Worried About Excess Funds in a 529 Plan? This Rule Could ...

   www.aol.com/worried-excess-funds-529-plan...

   Thanks to a new rule from the IRS, up to $35,000 in unused funds in a 529 plan can be rolled over into a Roth IRA per beneficiary in a lifetime. This allows families to use unused funds to help ...

7. 529 plan contribution limits for 2024: What college savers ...

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

   Finally, starting in 2024, families can roll unused 529 plan funds to a Roth IRA in the beneficiary’s name without triggering income taxes or penalties.This new rule, signed into law as part of ...

8. 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 ...

9. The biggest changes for retirement coming in 2024 - AOL

   www.aol.com/finance/biggest-changes-retirement...

   Changes to retirement account rules. If you’re sitting on unused funds in 529 education accounts, take heart.Starting in 2024, you can roll those savings over tax-free to a Roth IRA. There are ...