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

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

   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 ...

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

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

   529 plans vs. IRAs. A 529 plan is a tax-advantaged investment account that lets you save for education expenses. One giant advantage of 529 plans is that contributions grow tax-free. Once you’re ...

4. 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.

5. 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 ...

6. 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 ...

7. 529-To-Roth IRA Rollovers: What You Need To Know

   www.aol.com/529-funds-now-rolled-roth-123846033.html

   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.