Everyone has a dream. But sometimes there’s a gap between where we are and where we want to be. True, there are some people who can bridge that gap easily, on their own, but all of us need a little help at some point. A little boost. An accountability partner. A Snooze Squad. In each episode, the Snooze Squad will strategize an action plan for people to face their fears. Guests will transform their own perception of their potential and walk away a few inches closer to who they want to become ...
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Вміст надано The Great Retirement Debate with Ed Slott and Jeffrey Levine. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією The Great Retirement Debate with Ed Slott and Jeffrey Levine або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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S1 Ep7: GRD007: Should I Use a Roth IRA vs. 529 to Plan for College?
Manage episode 392572121 series 3544547
Вміст надано The Great Retirement Debate with Ed Slott and Jeffrey Levine. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією The Great Retirement Debate with Ed Slott and Jeffrey Levine або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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.
*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.
39 епізодів
Поширити
Manage episode 392572121 series 3544547
Вміст надано The Great Retirement Debate with Ed Slott and Jeffrey Levine. Весь вміст подкастів, включаючи епізоди, графіку та описи подкастів, завантажується та надається безпосередньо компанією The Great Retirement Debate with Ed Slott and Jeffrey Levine або його партнером по платформі подкастів. Якщо ви вважаєте, що хтось використовує ваш захищений авторським правом твір без вашого дозволу, ви можете виконати процедуру, описану тут https://uk.player.fm/legal.
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.
*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.
39 епізодів
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