Mercer Advisors

FAQs

FAQs
Jun 30, 2026

How do I initiate a 529-to-Roth-IRA rollover?

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FAQs
Jun 30, 2026

Where can I find guidance on coordinating 529 rollovers with my estate plan?

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FAQs
Jun 30, 2026

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

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FAQs
Jun 30, 2026

Should I roll over excess 529 funds to a Roth IRA or change the beneficiary?

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FAQs
Jun 30, 2026

How does the $35,000 lifetime limit work for 529-to-Roth-IRA rollovers?

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FAQs
Jun 30, 2026

What are the rules for rolling over a 529 plan to a Roth IRA?

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