Convert 529 Plan To Roth Ira 2024 Online

Convert 529 Plan To Roth Ira 2024 Online. While this is a great benefit, there are a number of rules you’ll need to follow to avoid taxes and penalties. With the passing of the secure act 2.0, beneficiaries of 529 plans are now able to roll over up to $35,000.

Here are the specific rules: You might know you can roll, transfer, or otherwise convert 529 assets into a roth ira account, but how do you actually do it?