S8, Episode 16 - 529 Plans to Roth????

The decision to invest in a 529 plan is a no-brainer if you're married and have or will have children in college. The money you put away while your children are young can be used to pay for their education, even if they decide not to graduate. Let's deep dive into 529 plans to Roth!

In this episode, you will discover…

• Talks about legislation
• What this legislation has changed?
• How can this help you in your kids' college education or future plans?
• Why you still shouldn't overfund your 529 plan

Resources Mentioned in this Podcast:

Contact Dave for a free 30mins strategy session: ‪(612) 284-2409

 

For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com

----more--------more--------more----

Investment advice is only offered in jurisdictions where Centurion Financial Strategies, LLC (“Centurion”) is appropriately registered or exempt from registration. Our Form ADV Part 2 brochure can be obtained free of charge at https://adviserinfo.sec.gov by searching for our firm by name or its unique CRD number (316454). This podcast is not a solicitation to provide advisory services in any jurisdiction in which we are not appropriately registered or excluded from registration.

The information, statements, and opinions contained in this podcast have been obtained from or are based upon information obtained from sources which we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of any such information. This podcast is intended for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Opinions expressed by any guest are their own opinions and do not necessarily reflect the firm’s views. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or purchasing any insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss.

Insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, and early withdrawal fees which vary by issuer. You should consider the charges, risks, expenses, and investment objectives of any insurance products before entering a contract.