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WCI #315: 529's, Inheritance and Roth IRAs For Kids

White Coat Investor Podcast

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The Importance of a 20s Fund

Dr. Dolly: Your kids are going to get an inheritance but not so much that they can't do nothing. They don't get any of it until they're 40 and then they get a third of it in their 50s or 60s. You should be considering another non taxable fund that cares about being tax efficient with better overall returns, Dr. Dolly says.

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