New bill allows unused 529 college funds to become a retirement tool

December 29, 2022

College Inside Track’s Heidi King was featured on Yahoo Finance discussing new rules allowing 529 Plan funds to roll over into Roth IRAs tax and penalty free.

Beneficiaries of 529 plans can begin to take advantage of the changes in 2024.

Posted in Blog Post, Paying for College and tagged 529 plan, Heidi King, rollover, Roth IRA, SECURE act 2.0, Yahoo finance