529 Rollover To Roth Ira 2024 Rules. Starting in 2024, the new provision allows up to a lifetime total of $35,000 to be rolled over from a 529 plan to a roth ira established in the name of the beneficiary. 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 — without incurring the 10%.
As of 2024, the following rules apply to 529 plan rollovers to roth iras: If you have a 529 plan, or are considering opening one, you’ll likely be interested in a rule that went into effect on january 1, 2024, as part of the secure 2.0.
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