Senate Bill Would Eliminate The $35,000 Cap On 529-To-Roth IRA Rollovers
Senators Cruz and Rochester’s bill would eliminate the $35,000 lifetime cap on 529-to-Roth IRA rollovers. What changes, what doesn’t, and the math.
Robert Farrington is America’s Millennial Money Expert® and America’s Student Loan Debt Expert™, and the founder of The College Investor, a personal finance site dedicated to helping millennials escape student loan debt to start investing and building wealth for the future. You can learn more about him on the About Page or on his personal site RobertFarrington.com.
He regularly writes about investing, student loan debt, and general personal finance topics geared toward anyone wanting to earn more, get out of debt, and start building wealth for the future.
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Senators Cruz and Rochester’s bill would eliminate the $35,000 lifetime cap on 529-to-Roth IRA rollovers. What changes, what doesn’t, and the math.

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