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The 529 Rule Change That Turned It Into a Backdoor Roth IRA

Under SECURE 2.0 (2024), you can roll up to $35,000 lifetime from a 529 plan into a Roth IRA. Account must be 15+ years old. Annual rollovers capped at the Roth limit ($7,000 for 2025). This changes the 529 from a single-purpose college account into a multi-purpose wealth tool. Here's how it works and the angle most people miss.

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📖 Related: https://themoneymuse.com/blog/roth-ira-vs-traditional-ira
📖 Related: https://themoneymuse.com/guides/tax-advantaged-accounts
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Видео The 529 Rule Change That Turned It Into a Backdoor Roth IRA канала The Money Muse
personal finance money finance the money muse 529 plan SECURE 2.0 Roth IRA 529 to Roth rollover tax advantaged college savings retirement strategy
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27 апреля 2026 г. 3:08:29
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