SECURE 2.0: Rethinking retirement savings: 529 Plans

来源: ShowMeData 于 2023-02-02 17:40:07 [] [旧帖] [给我悄悄话] 阅读数 : (847 bytes)

https://www.fidelity.com/learning-center/personal-finance/secure-act-2

"529 Plans. After 15 years, 529 plan assets can be rolled over to a Roth IRA for the beneficiary, subject to annual Roth contribution limits and an aggregate lifetime limit of $35,000. Rollovers cannot exceed the aggregate before the 5-year period ending on the date of the distribution. The rollover is treated as a contribution towards the annual Roth IRA contribution limit."

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• 谢谢这重要的信息！明年就可rollover 了。 -高山峻岭流水人家- ♂ 给 高山峻岭流水人家 发送悄悄话 高山峻岭流水人家 的博客首页 (0 bytes) () 02/02/2023 postreply 18:12:25

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