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954: How to Transfer Money from a 529 to a Roth IRA (for you OR your child)

Radical Personal Finance

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How to Choose the Best Five to Nine Accounts for You

If you have a five to nine account that you're happy with, and it has low expenses, et cetera, great. That's a good place to start. In some states, specifically some states that impose state income taxes, the contributions can be given a dollar for dollar credit on the state's income taxes. So if you are in a state that imposes state income taxes and that has a program like that, then the five-to-nine account is even more of a no-brainer.

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