Скачать или смотреть Can a 529 Plan Create $1M in Tax-Free Wealth?

A tax code provision allows entrepreneurs to roll over $35,000 from a 529 plan into a Roth IRA for their children. Contributing $7,000 annually from a child's earnings over 15 years can grow to over $1 million by age 60, completely tax-free.

This strategy transforms education savings into lifetime wealth accumulation. Consult your financial advisor or CPA to determine if this approach fits your family's situation.

Connect with us:
Website: https://dwm.la/4pEomyB
LinkedIn: https://dwm.la/44xekaj

DISCLAIMER: Please note that the content presented in this video is for educational and informational purposes only and should not be considered as legal, tax, or investment advice. Dew Wealth Management, LLC expressly disclaims any liability, loss, or risk that may be incurred as a consequence, either directly or indirectly, of the use of any of the information contained in this content. Viewers should consult with their legal, tax, accounting, and/or investment professionals to determine the applicability and potential appropriateness of the topics discussed herein to their individual circumstances.

Kolton Quitno, the presenter, is an Advisor at Dew Wealth Management, LLC, a registered investment adviser, and the content presented in this video is not a solicitation or referral to Dew Wealth Management, LLC, for investment advisory services. This media is not selling, soliciting, or negotiating the sale of any piece of real estate, insurance contract, security, or other investment vehicles. Kolton Quitno does not endorse any specific investments, investment strategies, advisors, or financial service firms.

Please note that laws and regulations regarding providing investment advice may vary depending on the jurisdiction and the specific circumstances. It is advisable to consult with a legal professional to ensure compliance with all applicable laws. The above summary disclosure is provided as an overview and is not intended to be comprehensive.

#529Plan #RothIRA #TaxPlanning #WealthBuilding