December 1, 2021

Retirement Planning

Ara Abrahamian, CRPC®

How to Reduce RMD Taxes with a Qualified ...

A qualified charitable distribution (QCD) can help reduce your RMD tax burden and keep you in a lower tax bracket.

Education

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.