529 Plan To Roth Ira 2024 India. What information does a person need to determine if they can transfer a 529 to a roth ira? If you started the 529 plan years ago, now is a good time to locate and.

Any rollover is subject to annual roth ira. Starting in 2024, you can roll unused 529 assets—up to a lifetime limit of $35,000—into the account beneficiary’s roth ira, without incurring the usual 10% penalty for nonqualified.