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 Resources & People Mentioned The Retirement Podcast Network The 529 to Roth IRA Rollover Connect with Benjamin Brandt Get the Retire-Ready Toolkit:http://retirementstartstodayradio.com/ Follow Ben on Twitter:https://twitter.com/retiremeasap Join the newsletter: https://retirementstartstodayradio.com/newsletter Dive deeper into retirement planning with Ben at www.RetirementIncome.UniversitySubscribe to Retirement Starts Today on
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