medium · Certified Financial Planner Tax Planning
The Lindstrom family wishes to roll over funds from a 529 plan into a Roth IRA for their daughter in 2026.
Which of the following is a binding constraint under SECURE 2.0 for this transaction?
- The maximum lifetime rollover amount is 100,000
- The daughter must have income below the Roth contribution threshold
- The 529 account must have been maintained for at least 15 years
- Rollovers can only occur once every five years
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