529 Conversion To Roth Ira 2024 Pdf. Generally, mega backdoor roth conversions are for investors who have already maxed out their pretax 401 (k), according to cfp ashton lawrence, director at mariner wealth advisors in greenville. The 529 transfer is subject to a lifetime maximum of $35,000 from a 529 plan account to a roth ira.
Provisions of the secure act 2.0 may allow for new flexibility with unused funds in certain education savings accounts. Limit increases to $23,000 for 2024.
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