How to Roll Over Leftover 529 College Funds into a Roth IRA: The SECURE 2.0 Rulebook
A guide to SECURE 2.0 Section 126 rules for 529-to-Roth rollovers, covering the 15-year seasoning requirement, lifetime caps, and trustee transfers.
A guide to SECURE 2.0 Section 126 rules for 529-to-Roth rollovers, covering the 15-year seasoning requirement, lifetime caps, and trustee transfers.