What You Need to Know Before Rolling Over a 529 Plan
If you have unused funds in a 529 college savings plan, a recent change in federal law may offer a valuable new option: rolling those funds into a Roth IRA. The SECURE 2.0 Act, which took effect in 2024, now allows certain 529 plan beneficiaries to transfer funds into a Roth IRA—potentially turning leftover education savings into long-term retirement investments.
https://242804620.hs-sites...
If you have unused funds in a 529 college savings plan, a recent change in federal law may offer a valuable new option: rolling those funds into a Roth IRA. The SECURE 2.0 Act, which took effect in 2024, now allows certain 529 plan beneficiaries to transfer funds into a Roth IRA—potentially turning leftover education savings into long-term retirement investments.
https://242804620.hs-sites...
What You Need to Know Before Rolling Over a 529 Plan
If you have unused funds in a 529 college savings plan, a recent change in federal law may offer a valuable new option: rolling those funds into a Roth IRA. The SECURE 2.0 Act, which took effect in 2024, now allows certain 529 plan beneficiaries to transfer funds into a Roth IRA—potentially turning ..
https://242804620.hs-sites-na2.com/blog/what-you-need-to-know-before-rolling-over-a-529-plan
08:08 AM - Jun 20, 2025 (UTC)
