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Converting A 529 To A Roth IRA: EDU #2410
Manage episode 404976617 series 2424283
Content provided by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein 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.
Jim and Chris sit down to discuss a couple of articles and questions relating to converting 529 assets into a Roth IRA.
Allen Roth Article: https://www.advisorperspectives.com/articles/2024/02/15/law-strategies-convert-college-529-rothhttps://www.529conference.com/status-board-secure-2-0-529-state-updates/
NY Times Article: https://rethinking65.com/2024/02/19/money-in-college-savings-accounts-can-now-go-toward-retirement/
529 Conference Article: https://www.529conference.com/status-board-secure-2-0-529-state-updates/
The post Converting A 529 To A Roth IRA: EDU #2410 appeared first on The Retirement and IRA Show.
315 episodes
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Manage episode 404976617 series 2424283
Content provided by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Jim Saulnier, CFP® & Chris Stein, CFP®, Jim Saulnier, and Chris Stein 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.
Jim and Chris sit down to discuss a couple of articles and questions relating to converting 529 assets into a Roth IRA.
Allen Roth Article: https://www.advisorperspectives.com/articles/2024/02/15/law-strategies-convert-college-529-rothhttps://www.529conference.com/status-board-secure-2-0-529-state-updates/
NY Times Article: https://rethinking65.com/2024/02/19/money-in-college-savings-accounts-can-now-go-toward-retirement/
529 Conference Article: https://www.529conference.com/status-board-secure-2-0-529-state-updates/
The post Converting A 529 To A Roth IRA: EDU #2410 appeared first on The Retirement and IRA Show.
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Similar to The Retirement and IRA Show
Bitcoin pioneer Charlie Shrem peels back the layers on the lives and backgrounds of the world's most impactful innovators. Centering around intimate narratives, Shrem uncovers a detailed, previously unspoken story of the genesis and evolution of bitcoin, cryptocurrency, artificial intelligence, and the web3 movements. Join Shrem as he journeys through the uncharted territories of tech revolutions, revealing the human side of the stories that shaped the digital world we live in today.
…
continue reading
The Village Global podcast takes you inside the world of venture capital and technology, featuring enlightening interviews with entrepreneurs, investors and tech industry leaders. Learn more at www.villageglobal.vc.
…
continue reading
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…
continue reading
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…
continue reading
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