529 To Roth Ira 2024 Rules 2024. The maximum amount that can be rolled over from a 529 account to a roth ira is $35,000. As of 2024, the following rules apply to 529 plan rollovers to roth iras:

As of 2024, the following rules apply to 529 plan rollovers to roth iras: Here are the specific rules: