529 Plan To Roth Ira 2024

529 Plan To Roth Ira 2024. The 529 plan can also be a useful.  — the limit for beneficiaries of 529 college savings accounts to roll over to a roth ira is $35,000 over the course of their lifetime.

 — the maximum amount that can be rolled over into a roth ira from a 529 plan is $35,000 per beneficiary, per account. Starting in 2024, 529 account owners can roll over up to an aggregate lifetime limit of $35,000 from a 529 plan into a roth ira for the benefit of the 529 plan beneficiary.