Is it worth keeping an overfunded 529 plan open just to do a Roth IRA rollover?

Yes, it can be highly beneficial. Because 529 plan assets grow tax-deferred and Roth IRAs offer tax-free growth and withdrawals, this strategy preserves the tax advantages of your wealth. Even though it takes several years to move the maximum $35,000 because of annual contribution limits, the long-term compounded growth inside a Roth IRA can create a significant financial asset for your beneficiary’s future.