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“Unlocking the Potential of Unused 529 Plan Funds: A Guide to Roth IRA Rollovers”

Maximizing Your 529 Plan: New Rules and Smart Strategies Your ambitious in-laws generously funded a 529 account to help your little one finance an Ivy League education. Then your child opted for a less-expensive state school instead. Is there any way to use the leftover funds in the 529 account without paying penalties and taxes? […]