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

   www.aol.com/finance/convert-ira-529-plan...

   Coverdell education savings account: A Coverdell ESA is a type of investment account where you can choose how to invest your money, offering more flexibility than a 529 account. However, the ...

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

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

   Rolling 529 funds into a Roth IRA can give the beneficiary a head start on retirement savings, with benefits like tax-free growth, flexible investment options and no required minimum distributions ...

5. 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. Starting in 2024, unused 529 funds ...

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

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

   "A rollover option for unused savings in the 529 account allows a family to better utilize the investment opportunity without the fear of being penalized for leftover funds should a child decide ...

7. 4 Things You Must Know Before Rolling Over Your 529 College ...

   www.aol.com/finance/4-things-must-know-rolling...

   Saving for your child's higher education as early as possible is crucial to ensure they have enough funds to pay for college. However, for some, there could be a balance left in their 529 college...

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

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

   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.

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

   www.aol.com/finance/pros-529-rollover-roth-ira...

   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 ...