올해부터 529 Plan에 남은 돈을 Roth IRA로 rollover가 가능하다고 합니다. - 마일모아 게시판

제목 그대로입니다. 2024년부터 529 Plan에 교육 목적으로 쓰고 남은 돈이 있으면 Roth IRA로 세금이나 패널티 없이 옮길 수 있다네요. https://www.cnbc.com/2023/12/28/a-major-barrier-to-529-plans-goes-away-in-...

IRA Rollover: Overview, Types, Special Considerations

An IRA rollover is a transfer of funds from a retirement account, such as a 401(k), into an IRA.

Rollovers of retirement plan and IRA distributions

Find out how and when to roll over your retirement plan or IRA to another retirement plan or IRA. Review a chart of allowable rollover transactions.

529-to-Roth IRA Rollovers Available Now – What You Should Know

529 plan account owners or beneficiaries can now roll over 529 funds into a beneficiary-owned Roth IRA tax- and penalty-free, with certain limitations.

529 rollover to Roth IRA: A guide to conversion | CNN Underscored Money

Explore the benefits and steps of transitioning from a 529 plan to a Roth IRA for your financial future.

Rollover IRA - How to Roll Over 401(k) to an IRA

Roll over your 401(k) to a Traditional or Roth IRA with SoFi and get low fees, diversified portfolios, and complimentary financial planning.

529 Plan rollover to Roth IRA

Roth IRA rollover from the 529 College Savings Plan

Best Places to Roll Over Your 401(k) in 2024: A Comprehensive Guide

Account Minimum : $0, Fees : 0%; robo-advice: $0 for balances under $10,000; $3/month for balances between $10,000 and $49,999; 0.35% for balances over $50,000, Account Types : Traditional IRAs, Roth IRAs, rollover IRAs, Roth IRA for Kids, SEP IRAs, and SIMPLE IRAs

ROLLOVER CHART Roll To - First Fidelity Bank

ROLLOVER CHART Roll To Roth IRA Traditional SIMPLE IRA IRA SEP-IRA Governmental 457(b) Qualified Plan 1 (pre-tax) 403(b) (pre-tax) Designated Roth Account (401(k), 403(b) or 457(b)) R o l l...

Roth IRA conversion: Consider an IRA-to-Roth-IRA rollover

You take a distribution from your traditional IRA or 401(k) and contribute that money into a Roth IRA. There are no income limits.