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Tax-Free Rollovers of 529 Plan Funds to Roth IRAs Allowed Under SECURE 2.0
The Modern Workplace by Lathrop GPM 
[Guidance Overview] Mar. 15, 2023 "SECURE 2.0 ... amends the Internal Revenue Code to permit tax‑free and penalty‑free rollovers from 529 accounts to Roth IRAs in certain circumstances. This is a great opportunity to extend tax-free investments for children or grandchildren. This provision takes effect in 2024 but, the rollovers are not allowed without limits." |
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