529 To Roth Ira 2024 Rules Pdf. Financial expert savannah cooper breaks down the new 2024 legis. Of course, there are rules that must be followed.
Effective in 2024, beneficiaries of 529 college savings accounts may transfer unused funds directly to a roth ira. The funds must be transferred directly and can’t come from contributions made to the 529 plan in the past five years.
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