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2. 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.

3. The 529 to Roth IRA transfer opportunity - AOL

   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...

   Here are the details on converting a 529 plan to a Roth IRA. ... The conversion requires the account to be open for at least 15 years before a conversion can be made, meaning you need to plan ...

5. My wife and I saved up $73,000 in 529 college savings plans ...

   www.aol.com/finance/wife-saved-73-000-529...

   This 'wealth transfer' to the grandkids makes things a little complicated. My wife and I saved up $73,000 in 529 college savings plans for our kids — then their grandma generously paid for ...

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

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

   529 plans have two options: a prepaid plan or a savings plan. Colleges and states can offer prepaid plans, which locks in tuition at current rates for a student who may not be attending college ...

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.