PA 529 to Roth IRA Rollovers
Effective January 1, 2024, PA 529 Account Owners are permitted to transfer funds via direct rollover from a PA 529 GSP or PA 529 IP account into a Roth Individual Retirement Account (Roth IRA) without incurring federal income tax or penalties.
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Treasurer Stacy Garrity Announces PA 529 Partnerships with Counties Across PennsylvaniaLearn More
Get started for as little as $1 a month.
Use funds at any eligible college or technical school.
Federal tax advantages have no expiration date.
Saving won't impact PA state financial aid later.