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How does the Roth IRA rollover work with Raise Education?

Like magic!

Patrick Cason avatar
Written by Patrick Cason
Updated over a month ago

Due to recent legislation, you're now able to rollover any 529 account that isn't being used for educational expenses into a Roth IRA retirement account. This is arguably one of the most powerful benefits of 529's as it allows your child the ability to opt-out of attending college or university, while also having a massive head-start on saving for retirement.

If you'd like to roll over your 529 account to a Roth IRA, get in touch with Raise support by clicking the pink button in the bottom-right corner of your screen.

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