What Are The Rules For Roth IRA College Expenses?
Автор: Ask Your Bank Teller
Загружено: 2026-01-26
Просмотров: 0
Описание:
Are you dreaming of sending your child to college without the burden of debt? This video reveals a powerful and flexible financial tool that can help make that dream a reality: the Roth IRA.
Discover the key benefits and rules for using a Roth IRA for college expenses:
► Learn how contributions to a Roth IRA can be withdrawn tax-free and penalty-free at any time for qualified education expenses.
► Understand the crucial five-year rule for withdrawing earnings without tax or penalty for college costs.
► Identify what the IRS considers 'qualified education expenses' to ensure compliance.
► Explore how Roth IRA assets might uniquely impact financial aid eligibility, potentially increasing your child's award.
► Get insights into strategic withdrawal timing to maximize benefits and avoid potential pitfalls.
#RothIRAForCollege, #CollegeSavings, #FinancialPlanning, #TaxFreeEducation, #AskYourBankTeller
Повторяем попытку...
Доступные форматы для скачивания:
Скачать видео
-
Информация по загрузке: