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HB 1241

BillStateINHouse
Roth IRA rollover of 529 account balance.
About This Bill
Latest Action · Jan 12, 2026
Representative Greene added as coauthor
Session
2026
Introduced
Jan 5, 2026
Primary Sponsor
Dave Hall· author

Summary

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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.

Subjects

FEDERAL GOVERNMENT; GenerallySCHOOLS; Financial Assistance (Including Vouchers, Choice Scholarships, and Education Savings Accounts)STATE ELECTED OFFICIALS; Treasurer

Co-sponsors (3)

Kyle Pierce · coauthor
Timothy O'Brien · coauthor
Robb Greene · coauthor

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