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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...

   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. How to roll over a 529 plan to a Roth IRA

   www.aol.com/finance/roll-over-529-plan-roth...

   The 529 plan must have been opened for at least 15 years before a conversion. Any money converted to a Roth IRA cannot exceed contributions and earnings on them in the five years prior to the ...

5. 529 plan - Wikipedia

   en.wikipedia.org/wiki/529_plan

   Another benefit associated with 529 Plans is the ability to transfer unused amounts to other qualified members of the beneficiary's family without incurring any tax penalty. [24] According to the IRS website (Publication 970), this type of transfer is known as a Rollover and is explained at length in their Qualified Tuition Program (QTP) section.

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

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

   Nestled in the $1.7 trillion spending bill passed last week is a nugget of good news for Americans with unused funds in their 529 plans that help families save for college.