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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. 529-To-Roth IRA Rollovers: What You ...

3. Can a Roth IRA be used for college?

   www.aol.com/finance/roth-ira-used-college...

   Using a Roth IRA cuts into retirement savings. ... Annual contribution limit. $7,000 ($8,000 if age 50 or older) ... If you are unable to save enough to cover college between a 529 plan and a Roth ...

4. 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 ...

5. The 529 to Roth IRA transfer opportunity - AOL

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

   The maximum amount that can be rolled over into a Roth IRA from a 529 plan is $35,000 per beneficiary, per account. But, for 2024, the total contribution can’t exceed $7,000 per beneficiary ...

6. 6 Ways You Can Use 529 Plans for College Expenses, And 1 Way ...

   www.aol.com/6-ways-529-plans-college-092900650.html

   Still, there is a maximum lifetime rollover amount of $35,000 per beneficiary to a Roth IRA, and that $35,000 cannot all be rolled over at once. Annual rollover amounts cannot exceed annual IRA ...

7. 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. Also, any ...