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

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   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.

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

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   Can jumpstart a child’s retirement savings: Any leftover money in a 529 plan can be used to help a child get a good start on tax-free retirement savings. Cons of converting a 529.

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

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

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   If you plan to move money from your IRA to a 529 account, you might enjoy a few perks: Higher contribution limits: You can contribute only up to $7,000 across all of your IRAs in 2025 (or $8,000 ...

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

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   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.

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

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   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 ...

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

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   Reasons to Change Your 529 Plan Beneficiary. A 529 plan, named after Section 529 of the Internal Revenue Code, is a tax-advantaged savings plan designed to encourage saving for future education costs.