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WCI #304: Roth's, 401(k)s and 529s

White Coat Investor Podcast

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Don't Start a 529 Before the Kids Are Born

If you have the money now to frontload a 529, you're not going to have any trouble saving up for college. The general rule of thumb is in your peak earnings years, you want to use tax deferred versus Roth. If they have some tax-depurred money, they probably ought to convert it all at once.

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