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2. 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.

3. The 529 to Roth IRA transfer opportunity - AOL

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

   A 529 plan can also be set up as a prepaid tuition plan, which allows you to lock in tuition at current rates but doesn’t cover room and board. The 529 to Roth IRA transfer opportunity

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

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

   Converting an IRA into a 529 savings plan could help you leverage state tax incentives and save money. However, you may be penalized for moving the funds from one type of account to the other.

5. 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.

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

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

   Section 126 of the bill amends the Internal Revenue Code so that beneficiaries of 529 plans can roll over funds from their 529 accounts to Roth IRAs tax and penalty free, effective for ...

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

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

   Through a 529 Rollover, the funds from a 529 plan transition into a Roth IRA, a tax-free individual retirement account. This strategy capitalizes on benefits from both types of accounts.

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. What is a 529 plan and how is it used? - AOL

   www.aol.com/finance/529-plan-used-175045824.html

   The 529 plan has two major types: a prepaid tuition plan and an education savings plan. ... Potential state tax deduction. ... and as much as another $10,000 can be used to pay loans for a ...