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SECURE 2.0 Makes 529s an Appealing Financial Wellness Option
PLANSPONSOR; free registration may be required Link to more items from this source
Mar. 27, 2023

"SECURE 2.0 allows certain assets in a 529 plan ... to be rolled over on a tax-free basis to a Roth IRA for the benefit of the beneficiary. This makes the risk an individual of being unable to access excess savings in a college savings plan without incurring the 10% withdrawal penalty (a deterrent to starting a 529 in the first place), less likely. This also makes 529 plan benefits potentially more attractive as a workplace benefit and tool for recruitment and retention."

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