The 529 to Roth IRA Rollover, Ep # 343

Retirement Starts Today

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6M ago 17:45

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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

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