Adam, thank you for this insight. I put this article right up there with Jonathan’s in the WSJ about what defines happiness. Tell the guy below who’s complaining about you not responding to his comments to get lost.
Thanks for the nice summary. Maybe you can help me with a question. I want to do a 529 to Roth conversion for my daughter’s account. The original account was opened in Iowa when she was a child. Now she is 30 yo. Five years ago we transferred the account to South Carolina when we moved there. Does this account meet the 15 year requirement? Will SC want their tax incentive back if we are able to do this?
Comments
Adam, thank you for this insight. I put this article right up there with Jonathan’s in the WSJ about what defines happiness. Tell the guy below who’s complaining about you not responding to his comments to get lost.
Post: Financial Lessons
Link to comment from September 27, 2026
Thanks for the nice summary. Maybe you can help me with a question. I want to do a 529 to Roth conversion for my daughter’s account. The original account was opened in Iowa when she was a child. Now she is 30 yo. Five years ago we transferred the account to South Carolina when we moved there. Does this account meet the 15 year requirement? Will SC want their tax incentive back if we are able to do this?
Post: Saving for Grandchildren
Link to comment from May 2, 2026