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

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   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.

3. 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.

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

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   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 ...

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

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   There are three major restrictions on 529 plans outlined in Prudential’s Winning the College Savings Race:. You can only change plan investments twice per year. Although you can transfer between ...

6. 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 ...

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

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