Educational IRA Insights
Lori seeks clarity on managing her children's Educational IRAs, specifically about moving funds into index funds like VTSAX. Ed from the Millionaire Educator explains that while direct transfers to Vanguard are no longer possible, low-cost alternatives exist at Schwab and TD Ameritrade, allowing access to similar index funds. With the potential for significant tuition savings through programs like Bright Futures, this discussion highlights valuable strategies for maximizing educational savings.In this clip
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051R | Be Coachable
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