Karly Holland, CFP®, CTS™ September 15, 2024 Financial Planning Understanding Non-Qualified Deferred Compensation Plans: Benefits and Risks Karly Holland, CFP®, CTS™ September 15, 2024 Financial Planning Have a non-qualified deferred compensation (NQDC) plan? Here are advantages and risks of participating in it.
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.
Ara Abrahamian, CRPC® July 15, 2021 Financial Planning Why You Should Open a Roth IRA for Your Kids (Or Grandkids) Ara Abrahamian, CRPC® July 15, 2021 Financial Planning If you’re looking to kick-start your kid’s (or grandkid’s) retirement savings, a Roth IRA offers great advantages.
