Got leftover $ in a 529 college savings plan? You could potentially transfer it to a Roth IRA.
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YouTubeFidelity Investments
Got leftover $ in a 529 college savings plan? You could potentially transfer it to a Roth IRA.
Leftover 529 funds? A new rule could help you repurpose them for retirement. Now, under certain conditions, up to $35,000 from a 529 plan can be transferred to a Roth IRA for the same beneficiary—without taxes or penalties. Watch to learn how it works and who qualifies. Get the deep dive: https://www.fidelity.com/learning-center/personal ...
1K views1 week ago
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