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S3 Ep6: GRD034: How Big of a Deal Is the 529 To Roth Rollover?

S3 Ep6: GRD034: How Big of a Deal Is the 529 To Roth Rollover?

Update: 2024-11-14

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In this episode of The Great Retirement Debate, Ed Slott and Jeff Levine debate whether or not the 529 to Roth IRA rollover is worthwhile.

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In Channel

S3 Ep7: GRD035: Should I Aim for a Zero Percent Tax Rate in Retirement?

S3 Ep7: GRD035: Should I Aim for a Zero Percent Tax Rate in Retirement?

2024-11-2715:18

S3 Ep6: GRD034: How Big of a Deal Is the 529 To Roth Rollover?

S3 Ep6: GRD034: How Big of a Deal Is the 529 To Roth Rollover?

2024-11-1420:14

S3 Ep5: GRD033: Should I Change Financial Advisors When I Retire?

S3 Ep5: GRD033: Should I Change Financial Advisors When I Retire?

2024-10-3119:08

S3 Ep4: GRD032: Should I Invest Differently in My IRA vs My Roth IRA

S3 Ep4: GRD032: Should I Invest Differently in My IRA vs My Roth IRA

2024-10-1718:02

S3 Ep3: GRD031: Should You Fix Missed RMDs?

S3 Ep3: GRD031: Should You Fix Missed RMDs?

2024-10-0318:26

S3 Ep2: GRD030: How Long Should You Plan To Live?

S3 Ep2: GRD030: How Long Should You Plan To Live?

2024-09-1918:51

S3 Ep1: GRD029: What’s the Single Biggest Mistake Retirees Make?

S3 Ep1: GRD029: What’s the Single Biggest Mistake Retirees Make?

2024-09-0512:41

S2 Ep9: GRD028: Should I Invest My IRA Money in My Business?

S2 Ep9: GRD028: Should I Invest My IRA Money in My Business?

2024-08-0814:26

S2 Ep8: GRD027: Should I Give My IRA to Charity at Death?

S2 Ep8: GRD027: Should I Give My IRA to Charity at Death?

2024-07-2518:08

S2 Ep7: GRD026: Should I Use a Roth IRA to Save for College Education?

S2 Ep7: GRD026: Should I Use a Roth IRA to Save for College Education?

2024-07-1117:50

S2 Ep6: GRD025: Should I Roll Over My 401K to My IRA if I’ve Been Laid Off?

S2 Ep6: GRD025: Should I Roll Over My 401K to My IRA if I’ve Been Laid Off?

2024-06-2714:38

S2 Ep5: GRD024: Should I Avoid Certain Investments in My IRA or Roth IRA?

S2 Ep5: GRD024: Should I Avoid Certain Investments in My IRA or Roth IRA?

2024-06-1316:54

S2 Ep4: GRD023: Should I Act Now Before TCJA Sunsets?

S2 Ep4: GRD023: Should I Act Now Before TCJA Sunsets?

2024-05-3023:01

S2 Ep3: GRD022: Can I Trust the Government Roth?

S2 Ep3: GRD022: Can I Trust the Government Roth?

2024-05-1614:56

S2 Ep2: GRD021: Should I Treat My Children Equally With My Inheritance?

S2 Ep2: GRD021: Should I Treat My Children Equally With My Inheritance?

2024-05-0220:17

S2 Ep1: GRD020: Should I Use the Still Working Exception?

S2 Ep1: GRD020: Should I Use the Still Working Exception?

2024-04-1816:18

S1 Ep19: GRD019 - Season 1 Finale and Recap

S1 Ep19: GRD019 - Season 1 Finale and Recap

2023-03-3021:25

S1 Ep18: GRD018: To Convert or Not To Convert Pt. 2

S1 Ep18: GRD018: To Convert or Not To Convert Pt. 2

2023-03-2316:50

S1 Ep17: GRD017: To Convert Or Not To Convert Pt. 1

S1 Ep17: GRD017: To Convert Or Not To Convert Pt. 1

2023-03-1614:42

S1 Ep16: GRD016: Gifting Vs. Inheriting

S1 Ep16: GRD016: Gifting Vs. Inheriting

2023-03-0922:36

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S3 Ep6: GRD034: How Big of a Deal Is the 529 To Roth Rollover?

S3 Ep6: GRD034: How Big of a Deal Is the 529 To Roth Rollover?

The Great Retirement Debate with Ed Slott & Jeffrey Levine