Ep. 150: The Goose & the Golden Egg

Unlike poker, you don’t have to be all in or nothing when deciding if converting a traditional IRA to a Roth IRA is in the cards for you. The most important thing to do is weigh the tax implications, and the guys are ready to lay it all on the table. And while on the topic of Roth, the new 529 Plan distribution rule allows unused 529 Plans to be transferred to a beneficiary's retirement account without taxes or penalties. But what are the caveats? Find out in this week’s episode.    LINKS: Saving for College with a UGMA Account Versus a 529 Plan cainwatters.com Submit a Question Facebook | YouTube