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

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

   The eligible rollover amount must have been in the 529 account for at least five years prior to the rollover date. The funds must be rolled over to a Roth IRA owned by the 529 account beneficiary.

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

   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.

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

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

   The owner of a 529 plan can change the beneficiary to an eligible individual easily enough by contacting the plan’s administrator. “Unused dollars for education can now fund retirement – tax ...

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

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

   Starting this year, you can now roll over unused 529 funds to a Roth IRA. But don’t think the 529 rollover is a loophole to save extra for retirement; there are rules that limit the conversions.

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

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

   A 529 Rollover to a Roth IRA is a financial strategy where an individual transfers funds from a 529 college savings plan, designed to pay for educational expenses, into a Roth IRA. This is a ...

7. 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.