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2. ABLE account - Wikipedia

   en.wikipedia.org/wiki/ABLE_account

   An ABLE account, also known as a 529 ABLE or 529A account, is a state-run savings program for eligible people with disabilities in the United States. Rules governing ABLE accounts are codified in Internal Revenue Code section 529A, which was enacted by the Achieving a Better Life Experience (ABLE) Act in 2014.

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 - Wikipedia

   en.wikipedia.org/wiki/529_plan

   The Tax Cuts and Jobs Act also allowed rollovers from 529 plans to ABLE accounts, as long as the ABLE account beneficiary is the original 529 beneficiary or a qualified family member. The allowed annual rollover amount is set at the standard IRS gift tax exemption, less any other contributions made in the current tax year. [17]

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

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

   "A rollover option for unused savings in the 529 account allows a family to better utilize the investment opportunity without the fear of being penalized for leftover funds should a child decide ...

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

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

   Unused funds in a 529 plan can now be used to jump-start a child's retirement savings.

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. ABLE Accounts Give Disabled Flexibility - AOL

   www.aol.com/finance/able-accounts-disabled...

   One of the newest financial products around, ABLE accounts are a 529 account with all kinds of bells and whistles built specifically to serve disabled Americans. After years of grassroots advocacy ...

9. 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 ...