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2. 529 plan vs. Roth IRA: Here’s how families can use both to ...

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

   You can fund a 529 plan now and convert a sizable chunk of money unused for educational expenses into a Roth IRA down the road. “529 plans will provide the best benefit for college savings ...

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

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

   If you plan to move money from your IRA to a 529 account, you might enjoy a few perks: Higher contribution limits: You can contribute only up to $7,000 across all of your IRAs in 2025 (or $8,000 ...

4. 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.

5. 529 plan contribution limits for 2024: What college savers ...

   www.aol.com/finance/529-plan-contribution-limits...

   Finally, starting in 2024, families can roll unused 529 plan funds to a Roth IRA in the beneficiary’s name without triggering income taxes or penalties.This new rule, signed into law as part of ...

6. 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 ...

7. Can a Roth IRA be used for college?

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

   Before using a Roth IRA plan for a college education, you may also want to consider a 529 college savings plan. A 529 plan is a type of investment account specifically designed for a college ...

8. 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 ...

9. Are 529 College Savings Plans Tax Deductible?

   www.aol.com/529-college-savings-plans-tax...

   Here’s a look at how a several states treat 529 plan contributions. State. Tax Treatment of 529 Plan Contributions ... you can roll over up to $35,000 into a Roth IRA for the beneficiary. The ...