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529 To Roth Ira 2024. As this is a brand. However, each prepaid 529 plan has unique rules that may prevent rolling.

In contrast, the roth ira lets you put away $7,000 (for 2024) for those under age 50, while those over 50 can save an additional $1,000 a year. This transaction can be completed, and this year we have already spoken to advisors looking to move 529 money to a roth ira.