By Finance Pulse in Transformative —

Secure 2.0: Rollover Unused 529 Funds to Roth IRA

Explore Secure 2.0's new rules allowing unused 529 funds to roll over into a Roth IRA, featuring a $35,000 cap and a 15-year plan age requirement.

A sleek and modern financial planning chart with arrows pointing from a 529 plan to a Roth IRA, symb
Secure 2.0: Rollover Unused 529 Funds to Roth IRA

Secure 2.0 allows unused 529 funds to be rolled over to a Roth IRA, with rules such as a 15-year minimum plan age and a $35,000 lifetime rollover cap.

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