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Secure 2.0: Roll Over 529 Funds to Roth IRA

Discover how Secure 2.0 lets you roll over unused 529 funds into a Roth IRA, enhancing retirement savings options. Learn about the specific rules and limits.

A visually appealing image depicting a seamless transition of funds from a 529 plan to a Roth IRA, w
Secure 2.0: Roll Over 529 Funds to Roth IRA

Secure 2.0 allows rolling over unused 529 funds to a Roth IRA, with specific rules and limits.

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