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Roth IRA rollover of 529 account balance.

Introduced: it can still change before the session ends.

IN HB 1241 · House Bill · 2026

Stage
Introduced
Started in
House
Sponsors
4
Latest action
Jan 12, 2026

What it does

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.

Read the full text

Where it stands

  1. Introduced (Current step)

    Introduced · Jan 12, 2026

  2. Committee (Not started)

  3. Floor (Not started)

  4. Law (Not started)

What moved

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Who is involved

Sponsors

The lawmakers who put their names on it, lead sponsors first.

In the news

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Where it goes next

While a bill can still move, the questions are about people and money in Indiana.

Work with this bill

Roth IRA rollover of 529 account balance. | 52