529 Plan
topic on 3 shows · 2 statements across 2 episodes · said 3 times in 2 episodes since 2021
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2024 2 mentions in 1 episode
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Tu: Up to $35,000 in unused 529 funds rolls into Roth IRAs
“If your kid ends up being some sort of football star and doesn't need the money, you can roll Up to 35,000 dollars of it into a Roth IRA for kiddo.”
SECURE Act 2.0 allows $35,000 rollovers from 529s to Roth IRAs
“January first of this year, the Secure Act two point O came into effect, effectively allowing 35,000 dollars to rollover from a five to nine account to a Roth IRA account. Now, this rollover is a very complex and admin heavy process that takes multiple years. …”