Roll 529 Into Roth Ira 2024 Online
Roll 529 Into Roth Ira 2024 Online. Starting in 2024, 529 plan beneficiaries can roll over up to $35,000 to a roth ira over their lifetime. Roth conversion calculator methodology general context.
Permitting roth ira conversions for 529 plans. Meaning, if you want to convert $15,000 from a 529 to a roth ira, you will most likely have to do that over 2 to 3.