© 2024 Money Managers, Inc.
Posts about 15-year lifespan
What to Know…529 to Roth Transfer in 2024
What to Know…New 529 to Roth Transfer in 2024 Presented by Marc Aarons I hope this email finds you well. You may have seen news reports about a change in the financial planning landscape set to impact parents, grandparents, and other family members who want to utilize 529 plans for college savings. The […]
Money Managers, Inc. is a Securities and Exchange Commission registered investment advisor. Additionally, Money Managers, Inc. offers Tax and tax-related services. Information presented is for educational purposes only and is not intended to make an offer or solicitation for the sale or purchase of any securities. Past performance is not indicative of future results. All investments involve risk and are not guaranteed. Be sure to first consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed here.. View our disclosures page HERE.