Should I Start a 529 for a Future Roth? episode artwork

EPISODE · Aug 15, 2023 · 11 MIN

Should I Start a 529 for a Future Roth?

from MoneyWatch with Jill Schlesinger · host CBS News

With the new rules on being able to roll $35k of a 529 into a Roth IRA after its been open at least 15 years, I was wondering if it might be a good strategy to start a 529 for myself to get the state tax benefits with the plan to eventually roll it into a 529?Have a money question? Email us hereSubscribe to Jill on Money LIVEYouTube: @jillonmoneyInstagram: @jillonmoneyTwitter: @jillonmoney

Episode metadata supplied by the publisher feed · Published Aug 15, 2023

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Should I Start a 529 for a Future Roth?

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