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529 To Roth Ira 2024 Rules And Regulations Pdf
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529 To Roth Ira 2024 Rules And Regulations Pdf. The 529 transfer is subject to a lifetime maximum of $35,000 from a 529 plan account to a roth ira. Effective in 2024, beneficiaries of 529 college savings accounts may transfer unused funds directly to a roth ira.
Starting in 2024 โ thanks to secure 2.0, a slew of measures affecting retirement savers โ families can roll unused money from 529 plans over to roth. The 529 transfer is subject to a lifetime maximum of $35,000 from a 529 plan account to a roth ira.
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