529 Plan To Roth Ira 2024 Calculator. Starting in 2024, there is one more escape valve to a 529—the 529 to roth ira rollover. 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 — without incurring the 10%.


529 Plan To Roth Ira 2024 Calculator

529 plan beneficiaries can roll over up to $35,000 to a roth ira over their lifetime. The rollover provision took effect beginning in 2024.

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