20min chapter

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

ChooseFI

CHAPTER

Navigating 529 Plans and Financial Choices

In this chapter, listeners delve into the new regulations surrounding 529 plans, particularly the option to roll over unused funds into a Roth IRA for children. Personal anecdotes illustrate how these financial strategies can support diverse educational paths, including trade schools. The discussion balances the cautious adoption of changing policies with the need for proactive financial planning and awareness.

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