
954: How to Transfer Money from a 529 to a Roth IRA (for you OR your child)
Radical Personal Finance
00:00
The Benefits of Front Loading Educational Accounts
These are one of my favorite tools for the very wealthy. They allow a family member to make a gift to another family member to the beneficiary, but they are not a taxable gift. If you can front load these accounts and have quite a lot of time for the money to grow, now the tax savings can be really substantial.
Transcript
Play full episode