529 to Roth IRA if 529 isn’t 15 years old?

529 to Roth IRA if 529 isn't 15 years old? From what I understand, I can do a rollover of up to $35,000 from my 529 to my Roth IRA if the account is 15 years old, or older. Unfortunately, the administrator of my 529 is saying the account was created in 2021, even though I know it was created when I was a kid 20+ years ago. My questions are: 1.) If I'm not eligible for a rollover, is ther...

Visit Direct Link

You Might Also Like

Post comment