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Your Biggest Financial Questions Answered: Listener Q&A #2
Your biggest financial questions answered in this special listener Q&A episode as the Future Focus team dives into real financial questions from real listeners. We cover smart ways to pay for education, whether 529 plans still make sense with fewer kids going to college and how to handle an inherited IRA under the 10‑year rule. We’ll discuss:
- 529 basics, tax benefits and alternatives.
- New 529-to-Roth IRA rules.
- Funding education vs. funding opportunity.
- Strategies for managing inherited IRA withdrawals.
- How timing and tax planning shape long‑term flexibility.
Be sure to like, subscribe and drop your questions in the comments for future episodes.
Future Focus: A Financial Strategies Podcast
Welcome to Future Focus, a podcast designed to make sense of complex financial topics. Hosted by Troy Branch, a professional with over 25 years in the financial services industry, this Ameritas advanced planning podcast offers engaging panel discussions that simplifies the jargon into straightforward insight.
Whether you’re a business owner aiming to enhance your financial knowledge or someone interested in financial literacy, Future Focus is your go-to resource. Each episode provides practical tips covering topics like estate planning, managing risk, retirement strategies for business owners and much more.
Learn more about Ameritas: https://www.ameritas.com/about/
Find a financial professional who can help: https://www.ameritas.com/contact/find-a-financial-professional/?utm_source=podcast&utm_medium=referral&utm_campaign=future-focus
Disclosures
This podcast is for informational purposes only and will cover a variety of topics examining the role insurance and other financial products may play in financial decisions. The information presented here is not intended as tax, accounting, or other legal advice. If tax or other legal advice or other expert assistance is required, the services of a competent professional should be sought.
This information is provided by Ameritas®, which is a marketing name for subsidiaries of Ameritas Mutual Holding Company. Subsidiaries include Ameritas Life Insurance Corp. In Lincoln, Nebraska and Ameritas Life Insurance Corp. of New York (licensed in New York) in White Plains, New York. Each company is solely responsible for its own financial condition and contractual obligations. For more information about Ameritas®, visit ameritas.com.
Ameritas® and the bison design are registered service marks of Ameritas Life Insurance Corp.
Fulfilling life® is a registered service mark of affiliate Ameritas Holding Company.
© 2026 Ameritas Mutual Holding Company
Careers: https://www.ameritas.com/careers
Facebook: https://www.facebook.com/ameritas
Instagram: https://www.instagram.com/ameritaslife
LinkedIn: https://www.linkedin.com/company/ameritas
View all episodes
By AmeritasYour biggest financial questions answered in this special listener Q&A episode as the Future Focus team dives into real financial questions from real listeners. We cover smart ways to pay for education, whether 529 plans still make sense with fewer kids going to college and how to handle an inherited IRA under the 10‑year rule. We’ll discuss:
- 529 basics, tax benefits and alternatives.
- New 529-to-Roth IRA rules.
- Funding education vs. funding opportunity.
- Strategies for managing inherited IRA withdrawals.
- How timing and tax planning shape long‑term flexibility.
Be sure to like, subscribe and drop your questions in the comments for future episodes.
Future Focus: A Financial Strategies Podcast
Welcome to Future Focus, a podcast designed to make sense of complex financial topics. Hosted by Troy Branch, a professional with over 25 years in the financial services industry, this Ameritas advanced planning podcast offers engaging panel discussions that simplifies the jargon into straightforward insight.
Whether you’re a business owner aiming to enhance your financial knowledge or someone interested in financial literacy, Future Focus is your go-to resource. Each episode provides practical tips covering topics like estate planning, managing risk, retirement strategies for business owners and much more.
Learn more about Ameritas: https://www.ameritas.com/about/
Find a financial professional who can help: https://www.ameritas.com/contact/find-a-financial-professional/?utm_source=podcast&utm_medium=referral&utm_campaign=future-focus
Disclosures
This podcast is for informational purposes only and will cover a variety of topics examining the role insurance and other financial products may play in financial decisions. The information presented here is not intended as tax, accounting, or other legal advice. If tax or other legal advice or other expert assistance is required, the services of a competent professional should be sought.
This information is provided by Ameritas®, which is a marketing name for subsidiaries of Ameritas Mutual Holding Company. Subsidiaries include Ameritas Life Insurance Corp. In Lincoln, Nebraska and Ameritas Life Insurance Corp. of New York (licensed in New York) in White Plains, New York. Each company is solely responsible for its own financial condition and contractual obligations. For more information about Ameritas®, visit ameritas.com.
Ameritas® and the bison design are registered service marks of Ameritas Life Insurance Corp.
Fulfilling life® is a registered service mark of affiliate Ameritas Holding Company.
© 2026 Ameritas Mutual Holding Company
Careers: https://www.ameritas.com/careers
Facebook: https://www.facebook.com/ameritas
Instagram: https://www.instagram.com/ameritaslife
LinkedIn: https://www.linkedin.com/company/ameritas