The $35K benefit hiding in your 529.

We track it before anyone else even knew to ask. Unused 529 funds can now roll into your child's Roth IRA tax-free — up to $35,000 lifetime. The SECURE 2.0 Act made it possible.

• SECURE 2.0 allows tax-free 529→Roth rollovers up to $35K lifetime
• We track your eligibility: 15-year account age, annual limits
• Log each transfer and we track against the $35K lifetime cap
• Alerts when you're approaching annual Roth contribution limits
• Most advisors haven't told their clients this exists yet