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  CASE OF THE WEEK – Convert 529 to Roth

  October 3, 2025 - Can a 529 plan beneficiary be changed to enable a Roth IRA rollover? Learn how SECURE Act 2.0 allows up to $35,000 in unused 529 funds to be transferred to a Roth IRA—and why IRS guidance on the 15-year rule is key to timing and eligibility. Continue