By Finance Pulse in Transformative —

Maximize Your 529 Plan: Transfer $35,000 to a Roth IRA

Learn how to move up to $35,000 from your 529 plan to a Roth IRA, optimizing your retirement and education savings strategy. Discover limits and benefits.

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Maximize Your 529 Plan: Transfer $35,000 to a Roth IRA

You can move a maximum of $35,000 from a 529 plan to a Roth IRA during your lifetime.

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