529 To Roth IRA Rollovers: What Changed And What To Check
Unused 529 funds may be able to move to a beneficiary's Roth IRA, but the 15-year rule, annual IRA limit, and $35,000 cap matter.
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Unused 529 funds may be able to move to a beneficiary's Roth IRA, but the 15-year rule, annual IRA limit, and $35,000 cap matter.
A starter guide to how 529 plans work, what expenses can qualify, and what families should check before opening one.