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529 Qualified Expenses, Unused Funds & Roth IRA Rollover | Finzony United States

Academy 529 Plans / College SavingsUsing the Funds

Module 3 of 3

Using the Funds

What counts as a qualified education expense, what happens to unused funds, and the newer 529-to-Roth IRA rollover rule.

3 Lessons Reviewed by Finzony Finance Team

Qualified Education Expenses

What Happens to Unused 529 Funds?

529 Rollover to Roth IRA Rules

Contributing & Investing