529 Conversion To Roth Ira 2024 Rules. Just over a year ago (december 2022), the secure 2.0 act was signed into law. Learn how to convert unused 529 funds into a roth ira without paying taxes and penalties.
529 provision that allows up to $35,000 of unused 529 funds to be rolled over to a roth ira for the beneficiary. Get step by step guidance on how to convert your existing retirement account to a roth ira.
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