Ironclad Retirement

Paying for College - 529 into Roth

Episode Notes

Bestselling Author and Retirement Planning Expert, Matt Richman, shows how grandparents can ease the pressure on their adult children and set grandchildren up for a stronger financial future by funding education smartly. He explains how 529 plans reduce stress on the “sandwich generation,” and how new SECURE Act rules allow unused 529 money to be rolled into a Roth IRA—giving grandkids a huge head start on retirement.