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

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

   Thanks to a new law, the SECURE 2.0 Act of 2022, you can now transfer funds from your child’s 529 plan to a Roth Individual Retirement Account (Roth IRA). While 529 plans were established under ...

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. Starting in 2024, unused 529 funds ...

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

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

   Here are the details on converting a 529 plan to a Roth IRA. ... Pros of converting a 529. Puts stranded 529 funds in a Roth IRA tax-free: This biggest advantage of a conversion is that you can ...

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. ... “529 plans fall short due to concerns that money left over could sit ...

6. 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 ...

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

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

   The 529 plan must be open for at least 15 years before attempting the 529-to-Roth rollover. And funds deposited in the last five years and their associated interest are not eligible for this transfer.

8. Do the Pros of a 529 Rollover to a Roth IRA Outweigh the Cons?

   www.aol.com/pros-529-rollover-roth-ira-134901365...

   This can leave leftover money in the 529 account that needs to be moved in order to use on non-education expenses. To lower fees: Fees in a Roth IRA are generally much lower than fees in a 529 ...

9. Are 529 College Savings Plans Tax Deductible?

   www.aol.com/529-college-savings-plans-tax...

   If the 529 account has more money than the beneficiary needs, and you don’t have another beneficiary for the account, you can roll over up to $35,000 into a Roth IRA for the beneficiary. The 529 ...