ascensus-logomark.svg What We Offer Who We Serve Education Support About Log in
Resources

529 to Roth IRA Rollover: How to Move Unused Education Funds into Retirement

Learn how new 2024 regulations let you roll over up to $35,000 in unused 529 plan funds into a beneficiary’s Roth IRA. Explore what this means for parents saving for college and young adults with leftover 529 savings, including rules, benefits, and tips to make the most of this opportunity.
529 tips and resources