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Retirement tax questions
With the new tax law. You are allowed to rollover to the beneificary Roth IRA from the 529 with the max of $7000 a year and max of $35000 life time from your 529 account. Since my daughter only had $2400 earned income, I can only rollover $2400 from the 529 to her Roth IRA.
4 weeks ago