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 EpisodeSubscribe to Retirement Starts Today on
Apple Podcasts,Stitcher,TuneIn,Podbean,Player FM,iHeart, or Spotify
The Four Unique Risks in Decumulation, Ep #346
More Muscles = Better Retirement, Ep #345
Index Funds Have Officially Won, Ep #344
The 4 Phases of Retirement, Ep #342
A Short History of the 60/40 Portfolio, Ep #341
8 Ways to Become Poor in Retirement, Ep #340
More Than Half of Americans Want to Retire Gradually, Ep #339
The Retirement Crisis That Wasn’t, Ep #338
Using Guardrails For The 4% Rule, Ep #337
The Challenges of Retiring from a High-Powered Job, Ep #336
5 Expenses Retirees Wish They Spent More Money On, Ep # 335
2 Social Security Mulligans, Ep # 334
Save Money with These Tax Tips, Ep #333
A Tax Break Worth the Hassle, Ep # 332
We Need to Talk About Your Retirement Spending, Ep #331
I Don’t Want To Be Old When I Am Old, Ep # 330
Lessons Learned from Fall Tax Meetings, Ep #329
How to Pay 0% on Capital Gains [Rebroadcast]
3 Tricks to Help Retirees Spend More [Rebroadcast]
Create your
podcast in
minutes
It is Free
HauntingLive
Dr. Paul’s Worldviews
Pharmacy Podcast Network
The Tucker Carlson Podcast
Morning Wire