Can I roll a 529 plan to a Roth IRA under the new rules, and what counts as 15 years for the account age requirement?
529 to Roth IRA Rollover: New Opportunities for Education Savings Starting in 2024, the SECURE 2.0 Act introduced a groundbreaking provision allowing unused 529 education savings plan funds to be rolled over to Roth IRAs under specific conditions. This new rule provides families with greater flexibility when education costs are lower than expected or when … 더 읽기