Suze Orman's Women & Money (And Everyone Smart Enough To Listen)

Suze School: 529 Plans and Roths - What You Can and Can't Do

Jun 25, 2023

25:53

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Episode notes

Introduction

4min

How to Invest in a Resilient Economy

3min

The Advantages of a 529 Plan

4min

The Importance of a 529 Plan

4min

How to Transfer $35,000 to a Roth IRA

4min

How to Transfer Money to a Roth IRA

4min

How to Transfer $35,000 in One Lump Sum to Your Kids Roth IRA

3min

How to Open Your Certificates of Deposit 5% Interest

3min

Today’s Suze School is an answer to a question Allison asked on the last Ask Suze and KT Anything episode (479), about converting unused money from a 529 plan into a Roth retirement account. Suze explains how 529 plans work and what exactly you can do, if you want to move money into a student’s Roth.

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