Docket Room
HB 1241·IN·house

Roth IRA rollover of 529 account balance.

FailedFiled Jan 5, 2026
Sponsor: Dave Hall (Republican)
Latest Action

Representative Greene added as coauthor

Jan 12, 2026

Summary

The bill would let families move money from a state‑run 529 college savings account into a Roth IRA, treating that transfer as a qualified withdrawal under the federal SECURE 2.0 Act. It applies to owners and beneficiaries of Indiana’s 529 plan and requires the education savings authority to coordinate the process with the state treasurer. The measure did not pass.

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