AI-powered
podcast player
Listen to all your favourite podcasts with AI-powered features
Maximizing 529 Funds: Strategies for Student Loans and Roth IRA Contributions
This chapter explores the options for utilizing leftover 529 college savings after graduation, focusing on recent legislative changes that allow transfers to a Roth IRA. It underscores the significance of strategic financial planning and the benefits of maximizing retirement contributions to avoid penalties.