529 to Roth IRA Rollover One big change from Secure Act 2.0 was the allowance of money to be rolled from a 529 account to a Roth IRA beginning in 2024. There’s a lot of fine print, which we’ll cover in a minute. But if you do everything correctly, you will be able to transfer up to $35,000 in your...
![Essential Information for Transferring from a 529 to a Roth IRA: The Rollover Process Essential Information for Transferring from a 529 to a Roth IRA: The Rollover Process](https://i.ytimg.com/vi/oV5tqsNhnfA/maxresdefault.jpg)