529 Plan To Roth Ira 2024 Fidelity. If you have a 529 plan, or are considering opening one, you’ll likely be interested in a rule that went into effect on january 1, 2024, as part of the secure 2.0 act. Explore the benefits and steps of transitioning from a 529 plan to a roth ira for your financial future.

This article explains what advisers. A new rule will allow rollovers from a 529 educational savings plan to a beneficiary’s roth ira up to a certain dollar limit.