Converting 529 To Roth Ira In 2024 Calculator. Starting this year, under certain circumstances, 529 account holders can transfer up to a lifetime limit of $35,000 to a roth ira for a beneficiary. See an estimate of the taxes you'd owe.

It’s a backdoor way of moving money into a roth ira, which is accomplished by making nondeductible. Compare estimated taxes when you.