Saver’s Dilemma | 529 Flexibility

from MoneyMD · host Richard Young Associates

Episode 599: Saving for retirement is only half the battle—Zach and Justin share how to overcome the fear of actually spending it. Then, they explain why a 529-to-Roth rollover is a great Plan B, but not a solid college savings strategy.

Episode metadata supplied by the publisher feed · Published Jul 18, 2025

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Saver’s Dilemma | 529 Flexibility

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