529 Plan To Roth Ira 2024 Download

529 Plan To Roth Ira 2024 Download. This transaction can be completed, and this year we have already spoken to advisors looking to move 529 money to a roth ira. “a [529] distribution made after december 31, 2023, and before april 15, 2024, that is rolled over to a roth ira by april 15, 2024, and designated for 2023 would.

Now, unused educational funds have the potential to kickstart a. It allows savers to roll unused 529.