Tax Questions With A Twist: Q&A #2128

July 10, 2021

Tax Questions With A Twist: Q&A #2128

Chris and in-house CPA, Bob sit down to answer some listers tax questions relating to passing down 529 plans and performing Roth conversions.

(4:00) George and Georgette from Maryland ask if 529 plans can be passed down through a change in ownership and continue to grow tax-free.

(22:40) A listener look’s for advice on considering the pros and cons of performing Roth conversions before the age of 72.

Podcast: Play in new window | Download (Duration: 49:15 — 22.5MB)

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