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529 t

Under the secure 2.0act in 2024 you can roll from a 529 plan to a Roth IRA for the same beneficiary . This rollover is tax and penalty free providing a way to use leftover education funds for retirement savings . Meets all criteria 529 open for 15 years why does my Federal tax go higher

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529 t

If you didn't exceed the annual limit $7,000 for 2024, don't report the form on your return. Keep it for your record.

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