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Don’t Use It, Don’t Lose It

Investing

NO TECH

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Click on the Kahoot icon below to begin the quiz.

Alternatively, you can use EdPuzzle.

DON’T USE IT, DON’T LOSE IT | JANUARY 20, 2023 EDITION | NEXT GEN PERSONAL FINANCE

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You’ve completed the exercise, now it’s time to learn

more about the current event:

DON’T USE IT, DON’T LOSE IT | JANUARY 20, 2023 EDITION | NEXT GEN PERSONAL FINANCE

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Discussion Prompt:

Do you think this is a good and fair change or not? Why?

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What might you change if you were in charge of these laws and why?

DON’T USE IT, DON’T LOSE IT | JANUARY 20, 2023 EDITION | NEXT GEN PERSONAL FINANCE

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Extend Your Learning

Three Relevant Resources from NGPF:

  • Paying for College 101 (Lesson)
  • Why Should I Invest? (Lesson)
  • Richard Ellis of my529 talks college savings plans with Yanely (Podcast)

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References:

  • Save for College or Retirement? New 529 Rule Makes It Easier to Do Both (Money.com)
  • Families can make a tax-free rollover from 529 plans to Roth individual retirement

accounts starting in 2024 (CNBC)

  • SECURE 2.0 Act of 2022 (finance.senate.gov)
  • Qualified Education Expenses (IRS.gov)

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DON’T USE IT, DON’T LOSE IT | JANUARY 20, 2023 EDITION | NEXT GEN PERSONAL FINANCE