easy · Certified Financial Planner Retirement
Ulrich is considering a 529-to-Roth IRA rollover under the SECURE 2.0 provisions for 2026.
Which condition must be met for the rollover to be valid?
- The account must have been maintained for only 5 years.
- The 529 account must have been maintained for at least 15 years.
- The rollover is only permitted for the original owner of the 529 account.
- The annual rollover amount can exceed the IRA contribution limit if the beneficiary is under age 30.
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