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6min chapter
Is THIS Investing Mistake Costing You Millions?
Money Guy Show
Navigating Excess 529 Funds and Roth IRA Options
This chapter explores the challenges of managing excess funds in 529 accounts, particularly when future educational plans are uncertain. It discusses recent legislation related to Roth IRA contributions from 529 assets and outlines strategic alternatives for utilizing these funds effectively among beneficiaries.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode