Recent legislation has made everyone’s favorite college savings plan a little more flexible. Funds in a 529 plan aren’t as locked up as they used to be now that your children’s unused college funds can be rolled into a retirement account.
In this episode, we’ll discuss an article from the White Coat Investor which explores how the 529 can be rolled into a retirement account. We’ll discover the benefits and drawbacks of using a 529 to save for retirement. Listen in to hear whether the 529 rollover could help you in your retirement.
Outline of This Episode- [2:12] Using unused 529 funds
- [9:30] Utilizing spend-down strategies
- The Retirement Podcast Network
- The 529 to Roth IRA Rollover
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