States / Indiana / HB 1241

HB 1241 In Committee

Roth IRA rollover of 529 account balance.

Introduced
In Committee
Floor
Crossed Over
Passed
Enacted

Designates as a qualified withdrawal for Indiana529 plan (529 plan) purposes a withdrawal of funds from the 529 plan in order to make a contribution to a Roth IRA, pursuant and subject to the limitations of the federal SECURE 2.0 Act. Requires the Indiana education savings authority to coordinate with the treasurer of state in the administration of contributions to 529 plans.

Chamber
House
Introduced
Jan 5, 2026
Last action
Jan 12, 2026 — Representative Greene added as coauthor
Session
2026
Momentum
34 · Low