Tax Questions With A Twist: Q&A #2128

The Retirement and IRA Show - A podcast by Jim Saulnier, CFP® & Chris Stein, CFP®

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Business

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 […]