529 Conversion To Roth Ira 2024 Calculator. Converting it to a roth. Under the secure 2.0 act, starting in 2024, you will be able to roll over a 529 plan to a roth ira if you meet certain criteria.


529 Conversion To Roth Ira 2024 Calculator

Beginning in 2024, 529 account owners can roll over up to $35,000 of unused 529 funds to a roth ira for the beneficiary of the 529 plan โ€” without incurring the 10%. Under the new law, beginning in 2024, you can withdraw funds from an existing 529 plan and roll them into a roth ira.

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