<div>In this episode of the Great Retirement Debate, Ed and Jeffrey discuss saving for higher education, and whether a Roth IRA or a 529 plan is the best option for that.  
 
*Please Note: The recently passed SECURE 2.0 allows rollovers from 529 plans to Roth IRAs. This provision is not effective until 2024. It is NOT effective for 2023, but it is generating so much talk that it is worth mentioning.
</div>

In this episode of the Great Retirement Debate, Ed and Jeffrey discuss saving for higher education, and whether a Roth IRA or a 529 plan is the best option for that. *Please Note: The recently passed SECURE 2.0 allows rollovers from 529 plans to Roth IRAs. This provision is not effective until 2024. It is NOT effective for 2023, but it is generating so much talk that it is worth mentioning.

In this episode of the Great Retirement Debate, Ed and Jeffrey discuss saving for higher education, and whether a Roth IRA or a 529 plan is the best option for that.&nbsp; 
 
*Please Note: The recently passed SECURE 2.0 allows rollovers from 529 plans to Roth IRAs. This provision is not effective until 2024. It is NOT effective for 2023, but it is generating so much talk that it is worth mentioning.

S1 Ep7: GRD007: Should I Use a Roth IRA vs. 529 to Plan for College?

<div>On the Great Retirement Debate, financial heavyweights Ed Slott, of Ed Slott and Company, and Jeffrey Levine, of Buckingham Strategic Wealth, go head to head discussing critical topics in the retirement landscape. Their end goal is to provide the good, bad and necessary information to make informed decisions. Each episode is a knockout of information leaving you, the consumer, the real winner. 
 
Season 4 coming Thursday, July 31, 2025! 
Tune in for new episodes every other Thursday! 
 
 
Action Rock by LesFM | <a href="https://lesfm.net/motivational-background-music/"><a href="https://lesfm.net/motivational-background-music/">https://lesfm.net/motivational-background-music/</a></a> 
Music promoted by <a href="https://www.chosic.com/free-music/all/"><a href="https://www.chosic.com/free-music/all/">https://www.chosic.com/free-music/all/</a></a> 
Creative Commons CC BY 3.0 
<a href="https://creativecommons.org/licenses/by/3.0/"><a href="https://creativecommons.org/licenses/by/3.0/">https://creativecommons.org/licenses/by/3.0/</a></a>
</div>

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On the Great Retirement Debate, financial heavyweights Ed Slott, of Ed Slott and Company, and Jeffrey Levine, of Buckingham Strategic Wealth, go head to head discussing critical topics in the retirement landscape. Their end goal is to provide the good, bad and necessary information to make informed decisions. Each episode is a knockout of information leaving you, the consumer, the real winner. Season 4 coming Thursday, July 31, 2025! Tune in for new episodes every other Thursday! Action Rock by LesFM | https://lesfm.net/motivational-background-music/ Music promoted by https://www.chosic.com/free-music/all/ Creative Commons CC BY 3.0 https://creativecommons.org/licenses/by/3.0/

On the Great Retirement Debate, financial heavyweights Ed Slott, of Ed Slott and Company, and Jeffrey Levine, of Buckingham Strategic Wealth, go head to head discussing critical topics in the retirement landscape. Their end goal is to provide the good, bad and necessary information to make informed decisions. Each episode is a knockout of information leaving you, the consumer, the real winner. 
 
Season 4 coming Thursday, July 31, 2025! 
Tune in for new episodes every other Thursday! 
 
 
Action Rock by LesFM | <a href="https://lesfm.net/motivational-background-music/" rel="noopener noreferrer"></a><a href="https://lesfm.net/motivational-background-music/" rel="noopener noreferrer">https://lesfm.net/motivational-background-music/</a> 
Music promoted by <a href="https://www.chosic.com/free-music/all/" rel="noopener noreferrer"></a><a href="https://www.chosic.com/free-music/all/" rel="noopener noreferrer">https://www.chosic.com/free-music/all/</a> 
Creative Commons CC BY 3.0 
<a href="https://creativecommons.org/licenses/by/3.0/" rel="noopener noreferrer"></a><a href="https://creativecommons.org/licenses/by/3.0/" rel="noopener noreferrer">https://creativecommons.org/licenses/by/3.0/</a>

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S1 Ep7: GRD007: Should I Use a Roth IRA vs. 529 to Plan for College?

S1 Ep7: GRD007: Should I Use a Roth IRA vs. 529 to Plan for College?

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