Saving for college the tax free way with a 529 plan.

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  • Опубликовано: 21 окт 2024

Комментарии • 11

  • @TheTaxGeek
    @TheTaxGeek  2 месяца назад

    SECURE 2.0 UPDATE: Rolling unused 529 funds into a Roth IRA for the beneficiary has 2 limitations: (a) the account must be at least 15 years old, and (b) the maximum that can be rolled over is $35,000

  • @miguelcubero3440
    @miguelcubero3440 3 месяца назад +1

    I didnt know you could convert the balance of a QTIP to a Roth IRA. I really love these pockets of info you through into the mix! Another video well worth the wait

    • @TheTaxGeek
      @TheTaxGeek  3 месяца назад +2

      Being able to convert a 529 account into a Roth IRA is new for this year so it's not widely disseminated. Thanks as always for your support of the channel.

  • @MrT6bill
    @MrT6bill 3 месяца назад +1

    Hooray for Secure Act and The Tax Geek! Best tax videos on earth!

  • @starnegron1623
    @starnegron1623 3 месяца назад +1

    Hey awesome! Will give you more suggestions 😉😉. Estrella-

  • @miguelcubero3440
    @miguelcubero3440 3 месяца назад +1

  • @starnegron1623
    @starnegron1623 3 месяца назад

    Hi me again😂. Video on backdoor IRA. Estrella -

    • @TheTaxGeek
      @TheTaxGeek  3 месяца назад

      I presume you mean a "backdoor Roth." I've added it to the list!

    • @EstrellaNegron
      @EstrellaNegron 3 месяца назад

      @@TheTaxGeek Yes....