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S1 Ep7: GRD007: Should I Use a Roth IRA vs. 529 to Plan for College?
Manage episode 392572121 series 3544547
Content provided by The Great Retirement Debate with Ed Slott and Jeffrey Levine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Great Retirement Debate with Ed Slott and Jeffrey Levine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode of the Great Retirement Debate, Ed and Jeffrey discuss saving for higher education, and whether a Roth IRA or a 529 plan is the best option for that.
*Please Note: The recently passed SECURE 2.0 allows rollovers from 529 plans to Roth IRAs. This provision is not effective until 2024. It is NOT effective for 2023, but it is generating so much talk that it is worth mentioning.
*Please Note: The recently passed SECURE 2.0 allows rollovers from 529 plans to Roth IRAs. This provision is not effective until 2024. It is NOT effective for 2023, but it is generating so much talk that it is worth mentioning.
31 episodes
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Manage episode 392572121 series 3544547
Content provided by The Great Retirement Debate with Ed Slott and Jeffrey Levine. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by The Great Retirement Debate with Ed Slott and Jeffrey Levine or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.
In this episode of the Great Retirement Debate, Ed and Jeffrey discuss saving for higher education, and whether a Roth IRA or a 529 plan is the best option for that.
*Please Note: The recently passed SECURE 2.0 allows rollovers from 529 plans to Roth IRAs. This provision is not effective until 2024. It is NOT effective for 2023, but it is generating so much talk that it is worth mentioning.
*Please Note: The recently passed SECURE 2.0 allows rollovers from 529 plans to Roth IRAs. This provision is not effective until 2024. It is NOT effective for 2023, but it is generating so much talk that it is worth mentioning.
31 episodes
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