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507 | Taking the Fear Out of Your Future | Ginger roundup

ChooseFI

CHAPTER

Navigating 529 Plans and Financial Futures

This chapter explores a listener's insights on a new 529 plan rule that allows asset rollovers into a Roth IRA, emphasizing financial planning for children's education. The discussion also highlights the importance of considering trade schools as viable alternatives to traditional college paths. Through personal anecdotes and cautionary approaches, the speakers emphasize the need for informed decision-making in adapting to changing financial regulations.

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