529 To Roth Ira 2024 Calculator. Federal law now allows account owners to roll assets from a 529 plan into a roth ira. 529 education savings plan beneficiaries can transfer unused 529 funds to a roth ira.


529 To Roth Ira 2024 Calculator

Any rollover is subject to annual roth. Up to $35,000 (not indexed to inflation) can be rolled over to the.

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