Converting A 529 To A Roth IRA: EDU #2410

Update: 2024-03-06

Description

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.

Comments

Top Podcasts

The Best New Comedy Podcast Right Now – June 2024 The Best News Podcast Right Now – June 2024 The Best New Business Podcast Right Now – June 2024 The Best New Sports Podcast Right Now – June 2024 The Best New True Crime Podcast Right Now – June 2024 The Best New Joe Rogan Experience Podcast Right Now – June 20 The Best New Dan Bongino Show Podcast Right Now – June 20 The Best New Mark Levin Podcast – June 2024

In Channel

Stretch IRA Rules and More: EDU #2445

2024-11-0601:00:29

Medicare, Roth Conversions, Spousal Benefits, 401(k) Contributions, and RMDs: Q&A #2444

2024-11-0201:40:46

How Listeners are Implementing Our Planning Process: EDU #2444

2024-10-3001:40:25

Social Security WEP and GPO Special: Q&A #2443

2024-10-2601:08:25

Qualified Annuities and IRA Deep Dive: EDU #2443

2024-10-2301:12:27

Qualified Accounts, Social Security, Medicare, HSAs, and Roth Conversions: Q&A #2442

2024-10-1955:34

Medicare Enrollment Assistance Special Episode: EDU #2442

2024-10-1601:30:13

Social Security Benefits and Roth IRA Annuities: Q&A #2441

2024-10-1201:36:32

Medicare Insurance Special: EDU #2441

2024-10-0901:25:58

Social Security, Retirement Planning, 529 Savings Accounts, Roth Losses, and FIAs: Q&A #2440

2024-10-0501:25:24

Our Retirement Planning Process: EDU #2440

2024-10-0201:39:58

Buffered ETFs Special Episode: Q&A #2439

2024-09-2801:36:21

Estate Planning Special Edition: EDU #2439

2024-09-2501:25:33

Social Security Child-in-Care, Disability, and Survivor Benefits; and Conduit Trusts: Q&A #2438

2024-09-2101:33:48

Our Retirement Planning Process and Philosophy Part 13: EDU #2438

2024-09-1801:39:03

COLA, WEP, and Annuities: Q&A #2437

2024-09-1401:33:04

Our Retirement Planning Process and Philosophy Part 12: EDU #2437

2024-09-1101:10:29

Social Security Disability, AI Jokes, Reverse Mortgages, and Inherited IRAs: Q&A #2436

2024-09-0701:20:17

Our Retirement Planning Process and Philosophy Part 11: EDU #2436

2024-09-0401:09:07

Social Security Disability, Spousal Benefits, SPIAs, Equities, and Roth 401ks : Q&A #2435

2024-08-3101:15:46

00:00

1.0x

Converting A 529 To A Roth IRA: EDU #2410

Jim Saulnier, CFP® & Chris Stein, CFP®

#box-pro-ellipsis-173111689012772{-webkit-line-clamp:2;}Converting A 529 To A Roth IRA: EDU #2410

Converting A 529 To A Roth IRA: EDU #2410

Jim Saulnier, CFP® & Chris Stein, CFP®

Converting A 529 To A Roth IRA: EDU #2410