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2. 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. ... known as age-based plans. ... can transfer between different states’ 529 ...

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

   www.aol.com/finance/why-unused-529-plan-funds...

   Excess 529 plan contributions can now take on a whole new purpose besides education costs that could prove even more valuable to the beneficiary.

4. 529 plan - Wikipedia

   en.wikipedia.org/wiki/529_plan

   529 plans are named after section 529 of the Internal Revenue Code—26 U.S.C. § 529.While most plans allow investors from out of state, there can be significant state tax advantages and other benefits, such as matching grant and scholarship opportunities, protection from creditors and exemption from state financial aid calculations for investors who invest in 529 plans in their state of ...

5. 529-To-Roth IRA Rollovers: What You Need To Know

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   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. 529 plan vs. Roth IRA: Here’s how families can use both to ...

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   A 529 plan, also called a qualified tuition plan, is a tax-advantaged savings plan sponsored by states, state agencies or educational institutions. It can come in one of two versions:

7. 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 ...