Discover essential financial planning strategies in our latest video, where we delve into the seamless process of transferring funds from a 529 plan to a Roth IRA. Learn how to maximize your educational savings and invest wisely with our expert tips on converting your 529 plan into a Roth IRA. This guide is a must-watch for anyone looking to enhance their financial planning skills, offering clear, step-by-step instructions on making the most of your 529 and Roth IRA accounts. Understand the benefits and intricacies of both 529 plans and Roth IRAs, and how combining these tools can significantly boost your financial planning efforts. Whether you're a parent planning for your child's future or an individual looking to optimize your savings, our video provides valuable insights into managing your 529 and Roth IRA effectively. Join us in exploring the smart ways to transition from a 529 plan to a Roth IRA, and elevate your financial planning today.

We're an investing service that also helps you keep your dough straight. We'll manage your retirement investments while teaching you all about your money.

Time Stamps!
0:00 - 0:56 Intro
0:57 - 2:10 Rolling 529 money to roth - know the rules!
2:11 - 3:13 The "15 year rule" with 529 to Roth conversion
3:14 - 3:57 Why you shouldn't overfund your 529 plan
3:58 - 5:51 What's the max that you can convert
5:52 - 6:40 529 history lesson
6:41 - 8:17 After class banter
#retirement #retirementplanning #dohstr8
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