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Rollover Rules for 529 Plans to Roth IRAs

Discover the key regulations for rolling over a 529 plan to a Roth IRA, focusing on beneficiary requirements and contribution limits. Learn more about maximizing your financial strategy.

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Rollover Rules for 529 Plans to Roth IRAs

Rollover to Roth IRA must be in the 529 beneficiary's name, contributions from the last five years are ineligible, and the beneficiary must have job earnings.

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