Logic Lane: Leftover 529 Funds Rolled Into…Joy

Leftover 529 Funds Rolled Into…Joy Exploring the New IRS Provision to Roll $35,000 of Unused 529 Funds into a Roth IRA Meet Education Edward and his wife, Experience Emily, along with their leftover college savings. They saved aggressively for their two kids’ college educations—Erica, 28, and Evan, 24—and were able to pay for both of […]