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.
Topic
Taxes
3 entries in this topic.
What Is A 529 Plan?
A starter guide to how 529 plans work, what expenses can qualify, and what families should check before opening one.
What Is A Backdoor Roth IRA?
A careful guide to the backdoor Roth IRA strategy, who may consider it, and what tax rules to verify before converting.