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

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

   The eligible rollover amount must have been in the 529 account for at least five years prior to the rollover date. The funds must be rolled over to a Roth IRA owned by the 529 account beneficiary.

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

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

   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.

4. 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 ...

5. Should you worry about overfunding your 529 plan? - lite.aol.com

   lite.aol.com/pf/story/0001/20241227/a414be3a3bcc...

   But don’t think the 529 rollover is a loophole to save extra for retirement; there are rules that limit the conversions. Here’s what you should consider when converting your 529 funds to a Roth IRA. The Roth IRA receiving the funds must be in the name of the 529 plan beneficiary. The 529 plan must be open for at least 15 years.

6. Should you worry about overfunding your 529 plan? - AOL

   www.aol.com/worry-overfunding-529-plan-185544920...

   Starting this year, you can now roll over unused 529 funds to a Roth IRA. But don’t think the 529 rollover is a loophole to save extra for retirement; there are rules that limit the conversions.

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

   www.aol.com/pros-529-rollover-roth-ira-134901365...

   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 ...