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5min chapter
WCI #389: Estate Planning, Navigating Your First Attending Job and 529s
White Coat Investor Podcast
Understanding 529 Plans and Qualified Expenses
This chapter explores the functionalities of 529 plans and the qualified educational expenses they cover, such as tuition and necessary supplies. It also highlights the recent option to roll over funds to a Roth IRA and stresses the importance of maintaining documentation for claimed expenses.
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