Appleby’s 2024 Quick Reference Guide on: Rollover from a Long Term 529 QTP to a Roth IRA.

Topics covered include:

• Who is qualified for a 529 to Roth rollover

• Amounts that are eligible for a 529 to Roth rollover

• Income requirements and limitations

• Deadline for a Roth to 529 rollover

• Tax treatment in a Roth IRA

• Tax reporting requirements

Includes unlimited updates for the calendar year