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2. My wife and I saved up $73,000 in 529 college savings plans ...

   www.aol.com/finance/wife-saved-73-000-529...

   As of 2024, you may be allowed to roll over up to $35,000 in unused funds from your 529 plan into a Roth IRA account for the beneficiary — the idea being that these unused funds can help ...

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

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

   The funds must be transferred directly and can’t come from contributions made to the 529 plan in the past five years. The maximum amount that can be rolled over into a Roth IRA from a 529 plan ...

5. New bill allows unused 529 college funds to become a ...

   www.aol.com/finance/bill-allows-unused-529...

   Section 126 of the bill amends the Internal Revenue Code so that beneficiaries of 529 plans can roll over funds from their 529 accounts to Roth IRAs tax and penalty free, effective for ...

6. 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 ...

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

   www.aol.com/finance/why-unused-529-plan-funds...

   Excess 529 plan contributions can now take on a whole new purpose besides education costs that could prove even more valuable to the beneficiary.

8. 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 ...

9. Worried About Excess Funds in a 529 Plan? This Rule Could ...

   www.aol.com/finance/worried-excess-funds-529...

   Unused funds in a 529 plan can now be used to jump-start a child's retirement savings.