The 529 to Roth IRA Rollover, Ep # 343

Retirement Starts Today

Contenido proporcionado por Benjamin Brandt CFP®, RICP® and Benjamin Brandt CFP®. Todo el contenido del podcast, incluidos episodios, gráficos y descripciones de podcast, lo carga y proporciona directamente Benjamin Brandt CFP®, RICP® and Benjamin Brandt CFP® o su socio de plataforma de podcast. Si cree que alguien está utilizando su trabajo protegido por derechos de autor sin su permiso, puede seguir el proceso descrito aquí https://es.player.fm/legal.

7M ago 17:45

MP3•Episodio en casa

Recent legislation has made everyone’s favorite college savings plan a little more flexible. Funds in a 529 plan aren’t as locked up as they used to be now that your children’s unused college funds can be rolled into a retirement account.

In this episode, we’ll discuss an article from the White Coat Investor which explores how the 529 can be rolled into a retirement account. We’ll discover the benefits and drawbacks of using a 529 to save for retirement. Listen in to hear whether the 529 rollover could help you in your retirement.

Outline of This Episode

[2:12] Using unused 529 funds
[9:30] Utilizing spend-down strategies

Resources & People Mentioned

Connect with Benjamin Brandt

Get the Retire-Ready Toolkit:http://retirementstartstodayradio.com/
Follow Ben on Twitter:https://twitter.com/retiremeasap
Join the newsletter: https://retirementstartstodayradio.com/newsletter
Dive deeper into retirement planning with Ben at www.RetirementIncome.University

Subscribe to Retirement Starts Today on

Apple Podcasts,Stitcher,TuneIn,Podbean,Player FM,iHeart, or Spotify

354 episodios

#Trading #Business #Investing #Personalfinance #Retirement #Lifestyle #Roth #News #Benjamin Brandt CFP© RICP© #Benjamin Brandt CFP© #Careers #Tax