White Coat Investor Podcast

In this episode we tackle more of your questions, starting with a look into Roth strategy, including how TSP Roth in-plan conversions work and what to consider when converting a traditional IRA to a Roth IRA and paying the resulting tax bill. We then briefly hear from our friends at Fox CPAs. From there we shift to 529 plans and explore how to use them effectively, what to do if they become overfunded, and whether having too much in a 529 is really a problem at all. Today's episode is brought to us by SoFi, the folks who help you get your money right. Paying off student debt quickly and getting your finances back on track isn't easy, but that's where SoFi can help — they have exclusive, low rates designed to help medical residents refinance student loans—and that could end up saving you thousands of dollars, helping you get out of student debt sooner. SoFi also offers the ability to lower your payments to just $100 a month* while you're still in residency. And if you're already out of residency, SoFi's got yo