Calculate 529 plan tax benefits: state tax deduction (varies by state), tax-free growth, and tax-free qualified withdrawals. SECURE 2.0: up to $35,000 can be rolled to Roth IRA after 15 years.
Enter the values for the scenario you are assessing. Calculate 529 plan tax benefits: state tax deduction (varies by state), tax-free growth, and tax-free qualified withdrawals. SECURE 2.0: up to $35,000 can be rolled to Roth IRA after 15 years. Use the 529 plan tax benefits result to inform your calculation.