Listen "Ep. 150: The Goose & the Golden Egg"
Episode Synopsis
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
More episodes of the podcast Accumulating Wealth
Ep. 259: Marry the Project, Date the Rate
11/11/2025
Ep. 258: Take Advantage of the Cut
04/11/2025
Ep. 257: What's Your Safe Withdrawal Rate?
28/10/2025
Ep. 256: Year-End Tax Playbook
21/10/2025
Ep. 255: Turning Time Into Wealth
14/10/2025
Ep. 254: Five Tax Savings Environments
07/10/2025
Ep. 253: The Sweet Spot for Refinancing
30/09/2025
Ep. 251: Don't Leave It to the State
16/09/2025
Ep. 250: Hurdles in Hygiene
09/09/2025
ZARZA We are Zarza, the prestigious firm behind major projects in information technology.