Ask the Editor, September 12: Tax Questions on 529 Plan Rollovers to a Roth IRA

Ask the editor: 529 plans, college funds, piggybank with a scholar cap on it.

Each week, in our Ask the Editor series, Joy Taylor, The Kiplinger Tax Letter Editor, answers questions on topics submitted by readers. This week, she’s looking at questions on transferring 529 plan money to a Roth IRA. (Get a free issue of The Kiplinger Tax Letter or subscribe.)

1. General rules for 529 rollover to a Roth IRA