Your child just graduated debt-free, and there’s money left in the 529. Now what? Sitting on it doesn’t help, and cashing out may trigger taxes and penalties. Here’s the smarter route. Since 2024, eligible 529 plan to Roth IRA rollovers let you move unused education savings into the beneficiary’s Roth IRA for long-term, tax-free growth. ... Read more The post 529 Plan to Roth IRA Rollovers: Rules, Limits, Steps appeared first on IdeasPlusBusiness.
