Ask Terry Questions Coverdell accounts and SECURE 2.0

Coverdell accounts and SECURE 2.0

By Terry Savage on January 23, 2023 | College Savings / Student Loans

I see that money held in 529 plans can eventually be converted to a Roth IRA of held for over 15 years and not used for education. Is the same true for money held in Coverdell accounts? I know they aren’t nearly as popular as 529s, but they are still available as an option, correct?



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