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College Savings

How to Roll Over Leftover 529 College Funds into a Roth IRA: The SECURE 2.0 Rulebook

October 10, 2026September 20, 2026 by Komon Lab

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.

Categories Wealth Building Tags College Savings, Retirement & IRA, Tax Strategy, Wealth Building

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