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

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   The owner of the Roth IRA must be the same as the 529 plan’s beneficiary. The last rule may be easier to follow than it sounds at first. The owner of a 529 plan can change the beneficiary to an ...

3. 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.

4. 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.

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-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.

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

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   Thanks to a new rule from the IRS, up to $35,000 in unused funds in a 529 plan can be rolled over into a Roth IRA per beneficiary in a lifetime. This allows families to use unused funds to help ...

8. 529 plan vs. Roth IRA: Here’s how families can use both to ...

   www.aol.com/finance/529-plan-vs-roth-ira...

   The rule allows beneficiaries to convert a lifetime total of $35,000 from a 529 plan to a Roth IRA without incurring taxes or penalties. ... beneficiaries can use a 529 plan to pay off student ...

9. AOL Mail

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   Get AOL Mail for FREE! Manage your email like never before with travel, photo & document views. Personalize your inbox with themes & tabs. You've Got Mail!