Suze School: 529 Plans and Roths - What You Can and Can't Do
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
How to Transfer Money to a Roth IRA
Any contribution that you made to a 529 plan within the last five years before you want to change it to a Roth IRA are ineligible, and that includes its earnings. So what all of you should be doing is opening up a Roth IRA and just so you have it in the beneficiary's name if you're going to ever do this as long as the beneficiary has earned income. Remember you only need to open it up even if it's with $5.
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