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Question

529 Account

Forum|Forum|1 year ago
June 26, 2024
1 reply
0 views

Hello! I open a 529 account for myself in 2023. I am also the beneficiary. Can I use the 529 to rollover funds to my roth ira when I hit 15 years if I don't end up going to grad school? It in a PA 529 and invested.

Not A Product Question

Employee

Yes, as of January 1, 2024, 529 college savings plan account holders can roll over up to $35,000 of their funds into a Roth IRA for a beneficiary, tax-free and penalty-free.