Ara Abrahamian, CRPC® May 15, 2024 Investment Management How to Roll Over a 529 Plan to a Roth IRA Ara Abrahamian, CRPC® May 15, 2024 Investment Management SECURE 2.0 increased the flexibility of 529 plans by allowing you to roll over unused funds to a Roth IRA. Here’s what you need to know about the process.
Joshua Stromberg, CFP® December 14, 2022 Estate Planning Estate Planning Strategies for Your Aging Parents Joshua Stromberg, CFP® December 14, 2022 Estate Planning We encourage you to start the conversation with your parents about estate planning now to ensure the proper documents are in place.
