529 Plan Limits 2025 Pdf. The 529 transfer is subject to a lifetime maximum of $35,000 from a 529 plan account to a roth ira. For 2025, those limits are $7,000 per year if the beneficiary is under 50 and $8,000 per year for those 50 and over.


529 Plan Limits 2025 Pdf

‘this is a big deal,’ expert says. That means you can contribute up to $90,000 in a single year to a particular 529 plan in 2025 as an individual.

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