The 529 to Roth IRA Rollover, Ep # 343
Recent legislation has made everyone\u2019s favorite college savings plan a little more flexible. Funds in a 529 plan aren\u2019t as locked up as they used to be now that your children\u2019s unused college funds can be rolled into a retirement account.
In this episode, we\u2019ll discuss an article from the White Coat Investor which explores how the 529 can be rolled into a retirement account. We\u2019ll 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.\xa0
Outline of This Episode- [2:12] Using unused 529 funds
- [9:30] Utilizing spend-down strategies
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