Max 529 Contribution 2024. Effective january 1, 2024, account owners may roll money from an edvest 529 account to a roth ira for the benefit of the 529 plan account beneficiary without incurring federal. Instead, limits are based on aggregate.

Effective january 1, 2024, account owners may roll money from an edvest 529 account to a roth ira for the benefit of the 529 plan account beneficiary without incurring federal. In all but four states, there is a limit on the amount of 529 plan contributions eligible for a state income tax break.