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  2. Are 529 College Savings Plans Tax Deductible?

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

    Pennsylvania. Maximum deduction of $18,000 per beneficiary ($36,000 for married joint filers), per year ... their withdrawals are tax-free as well. ... The 529-plan-to-Roth-IRA rules say that you ...

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

    www.aol.com/why-unused-529-plan-funds-070000800.html

    To take advantage of this new option, families with 529 plans must adhere to the following rules: The 529 plan must be open for at least 15 years before attempting the 529-to-Roth rollover.

  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. 529 Plan Withdrawals: Here’s Everything You Need to Know - AOL

    www.aol.com/news/529-plan-withdrawals-everything...

    After years of investing in your children’s college education, you’re ready to reach into your 529 college savings plan and send your kid off to the best years of his or her life. But while ...

  7. 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.

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