Roll 529 Into Roth Ira 2024 Fidelity
Roll 529 Into Roth Ira 2024 Fidelity. Starting in 2024, you can roll unused 529 plan funds to a roth individual retirement account, without taxes or penalties. 529 beneficiaries can convert a portion of unused funds to a roth ira starting in 2024.
A fidelity representative will assist you in rolling over your assets to your new fidelity roth ira. 529 plan beneficiaries can roll over up to $35,000 to a roth ira over their lifetime.