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  2. 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 ...

  3. 529-To-Roth IRA Rollovers: What You Need To Know

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

    The owner of the Roth IRA must be the beneficiary of the 529 plan. For example, if your child is the 529 plan beneficiary, then you’ll need to help them open a Roth IRA. Confirm eligibility.

  4. The 529 to Roth IRA transfer opportunity - AOL

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

    A 529 plan can also be set up as a prepaid tuition plan, which allows you to lock in tuition at current rates but doesn’t cover room and board. The 529 to Roth IRA transfer opportunity.

  5. 529 plan - Wikipedia

    en.wikipedia.org/wiki/529_plan

    529 plans are named after section 529 of the Internal Revenue Code—26 U.S.C. § 529.While most plans allow investors from out of state, there can be significant state tax advantages and other benefits, such as matching grant and scholarship opportunities, protection from creditors and exemption from state financial aid calculations for investors who invest in 529 plans in their state of ...

  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. How to Change the Beneficiary of Your 529 Plan - AOL

    www.aol.com/finance/change-beneficiary-529-plan...

    The 529 Plan is a tax-advantaged savings plan designed to encourage saving for future education costs. The beneficiary of the plan is the individual designated to use the funds for educational ...

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