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You Can Use a Section 529 Plan to Fund a Roth IRA
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You Can Use a Section 529 Plan to Fund a Roth IRA

Farmers who have excess funds in a Section 529 Plan can roll part of those funds into a Roth IRA

Paul Neiffer's avatar
Paul Neiffer
Sep 17, 2024
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Farm CPA Report
Farm CPA Report
You Can Use a Section 529 Plan to Fund a Roth IRA
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Photo by James Baltz on Unsplash

SECURE Act 2.0 added a new provision that allows excess funds in a Section 529 Plan that were originally intended for education purposes to be rolled over into a Roth IRA for the beneficiary of the Plan.

There are certain rules that must be met:

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