529 Rollover To Roth Ira 2024 Date. Starting in 2024, the new provision allows up to a lifetime total of $35,000 to be rolled over from a 529 plan to a roth ira established in the name of the beneficiary. Starting in 2024, 529 plan beneficiaries can roll over up to $35,000 to a roth ira over their lifetime.

According to the irs, a 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. Starting in 2024, the new provision allows up to a lifetime total of $35,000 to be rolled over from a 529 plan to a roth ira established in the name of the beneficiary.