<div>In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine debate whether or not the 529 to Roth IRA rollover is worthwhile. </div>

In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine debate whether or not the 529 to Roth IRA rollover is worthwhile.

In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine debate whether or not the 529 to Roth IRA rollover is worthwhile.&nbsp;

S3 Ep6: GRD034: How Big of a Deal Is the 529 To Roth Rollover?

<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>

Business

Education

Self-Improvement

Investing

Management

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>

Share S3 Ep6: GRD034: How Big of a Deal Is the 529 To Roth Rollover?

Sign up to save your podcasts

S3 Ep6: GRD034: How Big of a Deal Is the 529 To Roth Rollover?

S3 Ep6: GRD034: How Big of a Deal Is the 529 To Roth Rollover?

More shows like The Great Retirement Debate with Ed Slott & Jeffrey Levine

Sound Retirement Radio

Your Money, Your Wealth

The Retirement and IRA Show

Retirement Answer Man

Retirement Starts Today

Big Picture Retirement®

Stay Wealthy Retirement Podcast

The Boldin Your Money Podcast

Bogleheads On Investing Podcast

The Long View

Ready For Retirement

The Rob Berger Show

Retirement Planning Education, with Andy Panko

Retire With Style

Retirement Answers