hard · Certified Financial Planner Retirement
The Hartwell family is considering a 529-to-Roth IRA rollover in 2026 for their daughter.
Which of the following is a binding constraint that must be satisfied for this rollover to be valid?
- The rollover can be made into a Traditional IRA and then converted to a Roth.
- The funds can be rolled over regardless of when they were contributed to the 529.
- The 529 account must have been maintained for at least 15 years.
- The rollover amount is not limited by the annual IRA contribution limit.
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