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 15, 2023 Financial Planning Balancing Generosity and Fairness: A Guide for Parents Gifting to Adult Children Joshua Stromberg, CFP® December 15, 2023 Financial Planning We explore important factors to consider when gifting to adult kids, including tax-advantaged gifting, estate planning, and tax exemptions.
Ara Abrahamian, CRPC® October 16, 2023 Education Planning Unraveling the FAFSA and Grandparent Rule: Maximizing Financial Aid for College Ara Abrahamian, CRPC® October 16, 2023 Education Planning A recent financial aid rule change is good news for grandparent-owned 529s. Here’s why.
