06/17/2026
Leftover money in a 529 college savings plan used to be a headache. Not anymore! 🎓💰
Thanks to recent rule changes, you can now pivot those extra funds into a Roth IRA for your child: tax-free and penalty-free. It’s an incredible way to build multi-generational wealth and give them a massive head start on their retirement.
There are specific rules to follow, such as the 15-year account age requirement and annual contribution limits, but that’s where we come in. At Tax Time Income Tax, we’ll help you navigate the "529 Plan Pivot" to ensure a smooth, compliant transition.
Don't let your hard-earned savings sit idle. Let’s turn that college fund into a solid financial foundation!
✅ Maximize your family’s financial future
✅ Professional guidance you can trust
✅ Stress-free wealth solutions
Ready to make the move? Send us a message or visit our website to schedule a consultation today! 📊✨