529 Conversions to ROTH IRA1. Starting in 20242. Open and fund your 529 Education Account3. 529 Contributions are tax deductible4. Must name a beneficiary5. After being open for 15 years you can convert funds to a ROTH IRA6. Lifetime rollover limit is $35,0007. Rollover contributions count toward the ROTH IRA contribution limits8. This is a way to reduce your tax burden today and then someday grow that money tax free
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