Legislative record

HB 1241STATE · IndianaIntroduced

Roth IRA rollover of 529 account balance.

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.

Voted 1/12/2026

Roll-call record

How representatives voted

0 yea·0 nay

No roll-call votes recorded for this bill yet.

Docket history

Action history

  1. 1/12/2026Representative Greene added as coauthor
  2. 1/8/2026Representative O'Brien added as coauthor
  3. 1/5/2026First reading: referred to Committee on Ways and Means
  4. 1/5/2026Authored by Representative Hall
  5. 1/5/2026Coauthored by Representative Pierce K