FREE DOWNLOAD: Can I Make a 529-to-Roth IRA Transfer?

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529 plans are one of the best tools available for education savings, but many parents still hesitate to use them because they worry about saving too much. In this episode, I explain how 529 plans work, what the new 529-to-Roth IRA rollover rules actually do, and why custodial accounts may deserve more attention as a flexible companion strategy.

Listen now and learn:

► Why 529 plans remain such a powerful way to save for education

► How the new Roth IRA rollover rules help reduce the fear of overfunding

► The key rules and limitations that apply before moving 529 money to a Roth IRA

► When a custodial account may make sense alongside a 529 plan

Visit www.TheLongTermInvestor.com for show notes, free resources, and a place to submit questions.

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Editing and post-production work for this episode was provided by The Podcast Consultant (⁠https://thepodcastconsultant.com⁠)