529 Plan To Roth Ira 2024 Calculator. 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 โ without incurring the 10%. See an estimate of the taxes you'd owe if.
529 education savings plan beneficiaries can transfer unused 529 funds to a roth ira. Under the new law, beginning in 2024, you can withdraw funds from an existing 529 plan and roll them into a roth ira.
