@karlameyer the new rules on converting from a 529 to a Roth do not take place till 1/1/2024. It is in the link provided by the TT Expert.
Do also note there is no reason to take the money out of the 529 where it would stay growing tax free and then can be used for any relatives secondary education expenses and as an inheritance vehicle would be a better bet as no 10 year rule on 529 plans but, monies can transfer at any time to a very loose interpretation of a relative.
**I don't work for TT. Just trying to help. All the best.
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**Mark the post that answers your question by clicking on "Mark as Best Answer" I am NOT an expert and you should confirm with a tax expert.
