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Wealth Wednesday: Should You Use an old 401k Plan to Pay For College? Thumbnail

Wealth Wednesday: Should You Use an old 401k Plan to Pay For College?

College Planning

We recently received a question from a listener.  Jim asked, “I recently changed jobs and have a retirement plan from my former employer.  I want to use part of that money to pay for my son’s college expenses.  What is the best way to do that?” In this episode we talk about:

  • The potential tax costs
  • The right way and the wrong way to do this
  • The longer term opportunity cost
  • And whether or not this is a good idea

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