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Two Big Things We Still Don’t Know About 529 Plan to Roth IRA Rollovers
Features February 20, 2025 at 02:34 PM
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What You Need To Know
- There is still some significant regulatory uncertainty, so caution is warranted.
- The beneficiary executing the rollover must have earned income for the year (or years) in which the rollover is made.
- The biggest questions pertain to the lifetime limit on the total amount of rollovers, and on the timing.
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