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    S1 Ep7: GRD007: Should I Use a Roth IRA vs. 529 to Plan for College?

    S1 Ep7: GRD007: Should I Use a Roth IRA vs. 529 to Plan for College?

    FromThe Great Retirement Debate with Ed Slott & Jeffrey Levine

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    S1 Ep7: GRD007: Should I Use a Roth IRA vs. 529 to Plan for College?

    FromThe Great Retirement Debate with Ed Slott & Jeffrey Levine

    ratings:
    Length:
    25 minutes
    Released:
    Jan 5, 2023
    Format:
    Podcast episode

    Description

    In this episode of the Great Retirement Debate, Ed and Jeffrey discuss saving for higher education, and whether a Roth IRA or a 529 plan is the best option for that. 

    *Please Note: The recently passed SECURE 2.0 allows rollovers from 529 plans to Roth IRAs. This provision is not effective until 2024. It is NOT effective for 2023, but it is generating so much talk that it is worth mentioning.
    Released:
    Jan 5, 2023
    Format:
    Podcast episode

    Titles in the series (26)

    On the Great Retirement Debate, financial heavyweights Ed Slott, of Ed Slott and Company, and Jeffrey Levine, of Buckingham Strategic Wealth, go head to head discussing critical topics in the retirement landscape. Though they take opposing sides by a flip of a coin, their end goal is to provide the good, bad and necessary information to make an informed decision. Each episode is a knockout of information leaving you, the consumer, the real winner. Action Rock by LesFM | https://lesfm.net/motivational-background-music/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/