529 Conversion To Roth Ira 2024
529 Conversion To Roth Ira 2024. The 529 plan can also be a useful. Specifically, up to $35,000 in funds kept in 529 accounts will be eligible for conversion into a roth ira account owned by the beneficiary, although several.
How does a 529 rollover to roth ira work? The roth ira income limit to make a full contribution in 2024 is less than $146,000 for single filers, and less than $230,000 for those filing jointly.