529 To Roth Ira 2024 Calculator. Beginning in 2024, 529 account owners can roll over up to $35,000 of unused 529 funds to a roth ira for the beneficiary of the 529 plan โ€” without incurring the 10%. The secure act 2.0 adds an option to roll over excess 529 funds to a roth ira tax free.


529 To Roth Ira 2024 Calculator

The rollover provision took effect beginning in 2024. However, your account must meet a.

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