
Sign up to save your podcasts
Or


Unlike poker, you don't have to be all in or nothing when deciding if converting a traditional IRA to a Roth IRA is in the cards for you. The most important thing to do is weigh the tax implications, and the guys are ready to lay it all on the table. And while on the topic of Roth, the new 529 Plan distribution rule allows unused 529 Plans to be transferred to a beneficiary's retirement account without taxes or penalties. But what are the caveats? Find out in this week's episode.
LINKS:
Saving for College with a UGMA Account Versus a 529 Plan
cainwatters.com
Submit a Question
Facebook | YouTube
By Cain Watters4.9
5757 ratings
Unlike poker, you don't have to be all in or nothing when deciding if converting a traditional IRA to a Roth IRA is in the cards for you. The most important thing to do is weigh the tax implications, and the guys are ready to lay it all on the table. And while on the topic of Roth, the new 529 Plan distribution rule allows unused 529 Plans to be transferred to a beneficiary's retirement account without taxes or penalties. But what are the caveats? Find out in this week's episode.
LINKS:
Saving for College with a UGMA Account Versus a 529 Plan
cainwatters.com
Submit a Question
Facebook | YouTube

229,674 Listeners

16,749 Listeners

3,242 Listeners

4,424 Listeners

816 Listeners

543 Listeners

5,156 Listeners

426 Listeners

2,455 Listeners

694 Listeners

3,081 Listeners

44 Listeners

828 Listeners

1,435 Listeners

1,615 Listeners