529 To Roth Ira 2024 Contribution. 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. “a [529] distribution made after december 31, 2023, and before april 15, 2024, that is rolled over to a roth ira by april 15, 2024, and designated for 2023 would.

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. Under the new law, beginning in 2024, you can withdraw funds from an existing 529 plan and roll them into a roth ira.