這是529 dynasty好過Roth IRA的地方,注意不是529好過Roth IRA的地方

來源: 2024-10-15 11:19:44 [博客] [舊帖] [給我悄悄話] 本文已被閱讀:

Unlike IRA, the money in 529 plans is exempted from federal estate tax.

Unlike IRA, there are no required minimum distributions. So the money can grow in a 529 plan forever.

Both the beneficiary and the owner of a 529 plan can be changed.

文章開頭就說了,如果隻是529,Roth IRA First
https://quantxu.blogspot.com/2024/01/529-plan.html