HB 1241 Indiana House · 2026 Regular Session

Roth IRA rollover of 529 account balance.

Summary

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.

Bill status in committee 1 of 4 stages cleared

Introduction

Jan 2026

Committee Review

Floor Vote

Governor

Introduced Jan 5, 2026 Last action Jan 12, 2026

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Full legislative history

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Committee

1 primary · 3 co-sponsors