Suze School: 529 Plans and Roths - What You Can and Can't Do
Suze Orman's Women & Money (And Everyone Smart Enough To Listen)
Suze Orman Media
4.8 • 4.2K Ratings
🗓️ 25 June 2023
⏱️ 26 minutes
🧾️ Download transcript
Summary
Today’s Suze School is an answer to a question Allison asked on the last Ask Suze and KT Anything episode (479), about converting unused money from a 529 plan into a Roth retirement account. Suze explains how 529 plans work and what exactly you can do, if you want to move money into a student’s Roth.
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Transcript
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| 0:00.0 | Okay, Susie, are you ready for today's podcast? |
| 0:02.8 | Oh, you bet I am, because I'm unstoppable. |
| 0:06.2 | I'm unstoppable. |
| 0:09.2 | I'm a burden when I'm break. |
| 0:12.2 | I'm invincible. |
| 0:14.7 | Then I would never single the minds of our both. |
| 0:20.2 | I don't need batteries to play. |
| 0:23.2 | I'm so confident. |
| 0:25.7 | I'm unstoppable today. |
| 0:28.9 | June 25th, 2000 and 23. |
| 0:33.1 | Welcome everybody to the Women in Money podcast, |
| 0:36.1 | as well as everybody smart enough to listen. |
| 0:39.3 | Susie School today. |
| 0:42.7 | And Susie School today is going to have to do with |
| 0:47.7 | the first question that Katie asked me on Thursday, |
| 0:52.3 | which was from a woman by the name of Alison. |
| 0:55.7 | And she was asking me about this new law that passed |
| 1:00.3 | that allows you to take $35,000 from a $529 plan |
| 1:05.7 | that you have not used and put it into a Roth IRA. |
| 1:10.1 | And she was asking me questions about it. |
| 1:13.9 | And this is a very, very complicated procedure |
| 1:19.1 | that all of you should know about, by the way. |
... |
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