Ara Abrahamian, CRPC® July 17, 2023 Education Planning New Rules for Rolling Over 529 Plans to Roth IRAs Starting in 2024 Ara Abrahamian, CRPC® July 17, 2023 Education Planning In this blog post, we explore this upcoming change for 529 account owners.
Ara Abrahamian, CRPC® October 25, 2021 Financial Planning Is Now the Right Time to Deal with Roth IRA Conversion Taxes? Ara Abrahamian, CRPC® October 25, 2021 Financial Planning Proposed rules would prohibit high-earning taxpayers from converting from an IRA to a Roth and prevent anyone from converting after-tax 401(k) funds to a Roth.
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.
