New Bill Removes Cap on 529-to-Roth IRA Rollovers

October 07, 2026 at 10:39 AM
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What You Need To Know

  • The bipartisan bill will give parents greater flexibility to roll over unused education funds, the senators say.
  • Eliminating the cap could make 529s considerably more attractive to grandparents, says Jeff Bush.
  • Jeff Levine questions if there's too much hype about the bill.
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