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The 529 to Roth IRA Rollover, Ep # 343
Manage episode 411289257 series 1232333
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
- 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
330集单集
Manage episode 411289257 series 1232333
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
- 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
330集单集
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