樓下想著用529來轉Roth IRA，會失望的。那個隻是給你一條用完529的的途徑，不是開辟多存Roth IRA的新來源

來源: 於 2024-11-25 06:56:18 [舊帖] [給我悄悄話] 本文已被閱讀：次
  • 不是萬不得已已經多存了529，想消滅掉，沒必要先存529，然後轉Roth IRA來曲線救國。

    Rollover amount
    The amount rolled over cannot exceed the annual Roth IRA contribution limit for the year, minus any other contributions made to the IRA that year. The lifetime maximum is $35,000.