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2. 4 Common 529 Plan Myths You Need to Know - AOL

   www.aol.com/4-common-529-plan-myths-074600538.html

   That's because you can roll up to $35,000 from a 529 plan into a Roth IRA without incurring the 10% penalty that would've previously applied to that sort of withdrawal. There are rules to follow ...

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. 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. Are 529 College Savings Plans Tax Deductible?

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

   The 529-plan-to-Roth-IRA rules say that you have to have had the 529 account for at least 15 years, and you can only convert funds that have been in the 529 account for at least five years.

6. Should I convert my IRA into a 529 plan? - AOL

   www.aol.com/finance/convert-ira-529-plan...

   The funds from a traditional IRA can be cashed out and moved to a 529 account, but you’ll pay a 10 percent penalty and income taxes on the distribution. Contributions to a Roth IRA, which are ...

7. 529 plan vs. Roth IRA: Here’s how families can use both to ...

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

   Here are the pros and cons of using a 529 or a Roth IRA to pay for college. ... and any withdrawals from a 529 plan are not subject to federal income tax (and in many cases, state taxes, too) as ...

8. 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 ...

9. Can a Roth IRA be used for college?

   www.aol.com/finance/roth-ira-used-college...

   Roth IRA vs. 529 plan. Before using a Roth IRA plan for a college education, you may also want to consider a 529 college savings plan. A 529 plan is a type of investment account specifically ...