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Faith and Finance Live
January 26, 2023
529 Rollover to Roth
For more than 20 years, 529 education savings plans have helped families pay for qualified school expenses while enjoying a tax benefit in the process. And recently, this savings strategy has become even more attractive. On today's Faith & Finance Live, host Rob West will talk about how one major drawback to using a 529 plan has recently been removed. Then he’ll answer your questions on various financial topics.
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Rob West
Rob West is the host of the nationally syndicated radio programs, Faith & Finance, Faith & Finance Live, and The Faith & Finance Minute. Rob also serves as the CEO and spokesperson of Kingdom Advisors, an international community of financial professionals who are specialists in delivering biblically wise financial advice. Rob has dedicated his professional career to work at the intersection of faith and finance having led a successful faith-based financial services firm and speaking frequently on the topic. Rob and his wife, Julie, live in Marietta, GA with their four children.
Faith & Finance Live
Fresh, relevant, and fun, Faith & Finance Live is a daily radio program to help listeners manage their finances in a way that pleases God. Join Rob West for listener interaction, expert guests, and sound advice.