Ed Slott: 529-to-Roth IRA Rollover Is No Planning Panacea

Monday, January 30, 2023

News & Press

The new provision in the Setting Every Community Up for Retirement Enhancement (Secure) 2.0 Act allowing unused 529 plan funds to be rolled into Roth IRAs, which becomes effective in 2024, includes “lots of limitations,” according to IRA and tax expert Ed Slott of Ed Slott and Co.