401k Limits 2025 Fidelity 529
401k Limits 2025 Fidelity 529. “starting in 2025, the secure 2.0 act allows savers to roll unused 529 funds into the beneficiary’s roth ira without a tax penalty,” says lawrence sprung, author of financial. Funds can be used for qualified education expenses at schools nationwide.
Debt and deficits says joe: In 2025, you can contribute up to $18,000 per beneficiary per year before you’d need to file irs form 709.