Why 529 Plans Are Overrated - Ep 107
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Why 529 Plans Are Overrated - Ep 107
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In this episode, Justin and Jared discuss why they think 529 plans are overrated. We discuss the 529 to Roth rollover provision, the state income tax deduction, and the tradeoffs and benefits of locking funds into an account earmarked for education funding.
For more information and show notes visit: https://www.bwmplanning.com/post/107
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Disclosure: This information is for informational purposes only. Nothing discussed during this video should be interpreted as tax, legal, or investment advice. If you have questions pertaining to your specific situation, please consult the appropriate qualified professional.