How To Complete a Fidelity 529 To Roth IRA Rollover

IN THIS VIDEO:

If you have unused money in a 529 plan, it can be rolled over to a Roth IRA for the beneficiary of that 529 plan—tax and penalty-free. The added benefit is tax-free growth and tax-free distributions when they take money out down the road. Watch to learn how to correctly fill out the Fidelity form to move your assets from a 529 plan to a Roth IRA held at Fidelity.