529 vs ROTH IRA GREAT COLLEGE SAVINGS STRATEGY
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529 vs. ROTH IRA | Have you been thinking about saving for your child’s college education? If so, you’ve probably have heard of a 529 plan. Is that the best way to save for college? What are the pros and cons? Which 529 plan do you choose? Or -- should you use a Roth IRA to save for college. Watch now for FIVE Q A style tips! • If you'd like to have a comprehensive financial plan prepared for you including a 529 plan or Roth IRA, schedule a free discovery call today at: https://districtcapitalmanagement.com... • β#districtcapitalmanagement #529vsRothIRA #savingforcollege • Get free monthly financial tips by subscribing to our newsletter at https://districtcapitalmanagement.com ! • Skip ahead here! • 0:00 - 529 vs. ROTH IRA • 1:06 - What are the advantages of a 529? • 4:33 - What are the disadvantages of a 529? • 5:24 - Where should you open a 529? • 6:17 - Which is better - ROTH IRA or 529? • • **RECOMMENDED READING LIST** • The One-Page Financial Plan by Carl Richards (easy read, holistic + fun graphics!) https://amzn.to/35NH54Z • Simple, Smart Investing by Ian Kennedy (can help you construct your investment portfolio) • https://amzn.to/32GRJbJ • A Random Walk Down Wall Street by Burton G. Malkiel (classic book that sold me on index funds) https://amzn.to/2H7pbzS • β β β β β β β β β β β β β β β β β β β β β β β β β β • β SAY HI ON SOCIAL • Website: https://districtcapitalmanagement.com/ • Facebook: / districtcapital • LinkedIn: / alvin-carlos-cfa-cfp%c2%ae-5101903 • β WHO AM I? • Alvin Carlos is a CFP® professional and CFA® charterholder. His team helps young/mid-career professionals to be smarter with their money. They help them optimize their investments, lower taxes, pay off debt, and have peace of mind. • β DISCLAIMERS • This content is for education and entertainment purposes only. The information is being presented without consideration of the investment objectives, risk tolerance, or financial circumstances of any specific investor and might not be suitable for all investors. Past performance is not indicative of future results. All investing involves risk, including the possible loss of principal. • District Capital is a participant in Amazon Associates LLC Program, an affiliate advertising program designed to provide a means for us to earn income by linking to Amazon.com and affiliated sites. When you purchase any products through our Amazon page, you'll be supporting our mission of providing high-quality financial advice to the middle-class! :)
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