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

   www.aol.com/finance/529-funds-now-rolled-roth...

   But the rollover must come from a 529 account that has been open for at least 15 years and the funds cannot exceed the Roth IRA's annual contribution limits. What is the 15-year rule for 529 plans?

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

   www.aol.com/finance/roll-over-529-plan-roth...

   Conversions in a given year are limited to that year’s IRA contribution limit. The 529 plan must have been opened for at least 15 years before a conversion. ... now fund retirement – tax-free ...

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

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

   And beneficiaries can rollover a maximum of $35,000 during their lifetime from any 529 account in their name to their Roth IRA — subject to Roth IRA annual contribution limits.

5. The 529 to Roth IRA transfer opportunity - AOL

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

   The maximum amount that can be rolled over into a Roth IRA from a 529 plan is $35,000 per beneficiary, per account. But, for 2024, the total contribution can’t exceed $7,000 per beneficiary ...

6. 529 plan vs. Roth IRA: Here’s how families can use both to ...

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

   ) The Roth IRA allows you to contribute a maximum each year – $7,000 in 2024 – and an extra $1,000 catch-up contribution for those 50 and older. The Roth is especially flexible because of how ...

7. Can a Roth IRA be used for college?

   www.aol.com/finance/roth-ira-used-college...

   Both a Roth IRA and a 529 Plan are valid ways to save for a college education. Each has unique benefits and limitations. ... Using a Roth IRA cuts into retirement savings. ... Annual contribution ...