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2. 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.

3. 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. ... Any leftover money in a 529 plan can be used to help a child get a good start on tax-free retirement savings.

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, ... The rule is part of the SECURE 2.0 Act and is designed to give families more flexibility with unused 529 money.

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

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

   Beneficiaries of 529 plans will be able to roll over funds from their 529 accounts to Roth IRAs tax and penalty free. ... “529 plans fall short due to concerns that money left over could sit ...

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

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

   What happens to the money in their 529 plans? ... the Roth IRA annual contribution limit for 2025 is $7,000, so you have to make the transfer over many years. ... they’d still have money left ...

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

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

   This can leave leftover money in the 529 account that needs to be moved in order to use on non-education expenses. To lower fees: Fees in a Roth IRA are generally much lower than fees in a 529 ...

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

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

   But what do you do if you still have money left over after covering education expenses? ... You can move a maximum of $35,000 from a 529 plan to a Roth IRA during your lifetime.

9. Why Unused 529 Plan Funds Might No Longer Be a Concern With ...

   www.aol.com/why-unused-529-plan-funds-070000800.html

   Annual 529-to-Roth transfers are limited to the lesser of the annual Roth IRA contribution limit ($7,000 in 2024 for adults under 50) or the recipient's actual earnings during that year.