Real ChatGPT answer · index seedjnJxix3KrrscompleteFinance and banking · investing and brokeragesinformational
What are the current rules for rolling over unused funds from a 529 plan into a Roth IRA for a child under the recent legislative updates?
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The searches the AI actually ran for this prompt.
SEED QUERY
What are the current rules for rolling over unused funds from a 529 plan into a Roth IRA for a child under the recent legislative updates?
2 real searches · 1 real-search pass
Badge and edge weight = share of passes that produced the query. Hover a query for its intent and routing format.
Query classes
Google's semantic query class for every sub-query: what kind of answer each search is after, simulated vs real.
Classifying 2 queries…
Searches and sources
ChatGPT2 real searches · gpt-6
2026 529 to Roth IRA rollover rules SECURE 2.0 IRS 15-year 35000 annual limit legislative updates Google ↗
IRS Notice 2024-XX 529 Roth IRA rollover requirements beneficiary 15 years 5 years contributions Google ↗
- Publication 590-A (2025), Contributions to Individual Retirement Arrangements (IRAs) · irs.gov
- Topic no. 313, Qualified tuition programs (QTPs) · irs.gov
- reginfo.gov · reginfo.gov
- 529 Plan FAQ - About 529 Plan Accounts · fidelity.com
- 529 rollover to Roth IRA: 2026 rules, steps and penalties · investor.vanguard.com
- FAQs · texascollegesavings.com
- Ohio's CollegeAdvantage 529 plan · collegeadvantage.com
Queries
2 queries · click a column to sort
| Query / type | Search | Intent | Query class | Routing format | Cluster | Freq ↓ | Weight |
|---|---|---|---|---|---|---|---|
2026 529 to Roth IRA rollover rules SECURE 2.0 IRS 15-year 35000 annual limit legislative updates OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 | |
IRS Notice 2024-XX 529 Roth IRA rollover requirements beneficiary 15 years 5 years contributions OBSERVED | Google ↗ AI Mode ↗ | — | — | — | — | 1x of 1 |