Secure 2.0 – 529 to Roth IRA transfer
I understand that under Secure 2.0 a 529 must be established for at least 15 years before a 529 transfer to a Roth IRA can occur.
Question: Assuming no beneficiary change, will the 15-year clock reset if a 529 account is rolled over from one state qualified plan to another state?
Permalink Submitted by Alan - IRA critic on Thu, 2024-05-23 14:21
Due to lack of IRS guidance on several issues relative to these transfers, there is no clear answer at this time.