Sabrina1 Posted February 19, 2024 Posted February 19, 2024 I know the option to rollover 529 account funds to a Roth IRA takes effect beginning IN 2024. And can only be rolled over up to the Roth IRA contribution limits (i.e., $6,500 for 2023 and $7,000 for 2024). Is the deadline to rollover the 2023 $6,500 contribution limit 4/15/24 -- or 12/31/23? Is the deadline to rollover the 2024 $7,000 contribution limit 4/15/25 -- or 12/31/24? Wondering if I can rollover both the 2023 max and 2024 max IN 2024 ($13,500). Or only the 2024 max of $7,000. I assume there is no clarification on this yet?
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