529 Rollover To Roth Ira 2024 Limit
529 Rollover To Roth Ira 2024 Limit. Effective january 1, 2024, collegecounts 529 assets can be rolled over directly into a roth ira. Up to $35,000 (not indexed to inflation) can be rolled over to the.
A rollover of assets from a 529 plan in one state to a 529 plan in another state may be. Starting in 2024, you can roll unused 529 assets—up to a lifetime limit of $35,000—into the account beneficiary’s roth ira, without incurring the.