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Invest & Retire

Converting 529 Plan Assets to a ROTH IRA

As of 2024, the SECURE 2.0 Act now includes a provision to allow 529 Plan holders to convert excess funds to a ROTH IRA. But before you attempt to convert these funds, there are some requirements to be aware of.

June 29, 20252 min read

Please submit this form to begin the process of opening an ESA with GenFi Ministries.

Thank you for your interest in our IRAs. Once you submit this form, an Investor Specialist will be in contact with you within 2 business days. Please feel free to contact our office (800-821-1112) if you have any questions in the meantime.

Please submit this form to begin the process of opening an ESA with GenFi Ministries.

Thank you for your interest in our IRAs. Once you submit this form, an Investor Specialist will be in contact with you within 2 business days. Please feel free to contact our office (800-821-1112) if you have any questions in the meantime.

Please submit this form to begin the process of opening an ESA with GenFi Ministries.

Thank you for your interest in our IRAs. Once you submit this form, an Investor Specialist will be in contact with you within 2 business days. Please feel free to contact our office (800-821-1112) if you have any questions in the meantime.

Please submit this form to begin the process of opening an ESA with GenFi Ministries.

Thank you for your interest in our IRAs. Once you submit this form, an Investor Specialist will be in contact with you within 2 business days. Please feel free to contact our office (800-821-1112) if you have any questions in the meantime.

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