529 To Roth Ira 2024 Rules And Regulations. Federal law now allows account owners to roll assets from a 529 plan into a roth ira. For distributions in 2024 and later, act section 126 allows beneficiaries of 529 college savings plans to roll over up to an.
Under secure act 2.0 (the “act”), 529 account beneficiaries will be able to rollover funds from the 529 account into a roth ira without incurring tax or penalties. This presents a great way to continue growing and.
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