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2026 529 to Roth IRA Transfer Rules: New IRS Limits and Rollover Guide
Money

2026 529 to Roth IRA Transfer Rules: New IRS Limits and Rollover Guide

by Alex MorganJuly 29, 2026July 29, 2026

Navigating the 2026 Landscape for Leftover 529 Funds For decades, the biggest fear for parents saving for college was the 'overfunding trap.' If your child received a scholarship or chose a less expensive school, any…

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