ChooseFI

496 | Mailbag: Roth vs. Trad, $35k Roth to 529, Combining Finances | Rachael Camp

25 snips
Jun 17, 2024
Financial expert Rachael Camp joins the hosts to discuss Roth vs. Traditional IRAs, converting 529 funds to Roth IRAs, gifting money to children, and combining finances after marriage. They cover tax arbitrage, considerations for retirement accounts, rules for conversions, implications of gifting money, and tips for managing finances as a couple. An informative and engaging episode for those looking to optimize their financial planning!
Ask episode
Chapters
Transcript
Episode notes