Topic

Secure 2.0

A collection of 2 issues

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.

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.