medium · Certified Financial Planner Retirement
The Moreau family wants to use $35,000 from a 529 plan that has been open for 16 years to fund a Roth IRA for their daughter.
What is the maximum amount they can roll over in 2026?
- $1,350
- $35,000
- $7,500
- $0, because 529 funds can only be used for education.
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