We are considering taking advantage of Secure 2.0 529 to Roth IRA conversion. We also have available Coverdell ESA funds and wondering if we can first rollover those monies into the 529, making that money available for Roth conversion. Any issues in doing this?
Secure 2.0 says that contributions and earnings attributable to contributions made more than 5 years ago are eligible to transfer--and also wondering if the fact that those monies have been in the Coverdell more than 5 years, will meet that requirement?
