Starting this year, excess 529 plan funds can be moved to a Roth IRA, if you meet certain conditions. We can help determine how your family can take advantage of this new opportunity
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Starting this year, excess 529 plan funds can be moved to a Roth IRA, if you meet certain conditions. We can help determine how your family can take advantage of this new opportunity. #TheHenryGroup #ComprehensiveAdvice #WealthManagement
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Financial Advisor, Managing Director at The Pollak Group, a Financial Advisory Practice of Ameriprise Financial Services LLC
Starting this year, excess 529 plan funds can be moved to a Roth IRA, if you meet certain conditions. We can help determine how your family can take advantage of this new opportunity. https://bit.ly/3yqgb3o
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Financial Advisor, CERTIFIED FINANCIAL PLANNER™ professional with The Overton Group at Ameriprise Financial Services, LLC
Starting this year, excess 529 plan funds can be moved to a Roth IRA, if you meet certain conditions. We can help determine how your family can take advantage of this new opportunity. https://bit.ly/3KkdVNZ
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Starting in 2024, excess 529 plan funds can be moved to a Roth IRA, if you meet certain conditions. We can help determine how your family can take advantage of this new opportunity. https://bit.ly/3LiMLaU
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Starting this year, excess 529 plan funds can be moved to a Roth IRA, if you meet certain conditions. We can help determine how your family can take advantage of this new opportunity. #fiancialplanning #confettiwealthteam
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Private Wealth Advisor of Confetti Wealth. A private wealth advisory practice of Ameriprise Financial Services, LLC
Starting this year, excess 529 plan funds can be moved to a Roth IRA, if you meet certain conditions. We can help determine how your family can take advantage of this new opportunity. #fiancialplanning #confettiwealthteam
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Financial Advisor, Franchise Owner - Ameriprise Financial Services, LLC
Happy 529 Day! Starting this year, excess 529 plan funds can be moved to a Roth IRA, if you meet certain conditions. We can help determine how your family can take advantage of this new opportunity. #529plan
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Starting this year, excess 529 plan funds can be moved to a Roth IRA, if you meet certain conditions. We can help determine how your family can take advantage of this new opportunity. #planwithseacoast #seacoastfinancialplanning https://bit.ly/3UJtapH
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Private Wealth Advisor | CERTIFIED FINANCIAL PLANNER Practitioner(TM) with Ameriprise Financial Services, LLC.
Starting this year, excess 529 plan funds can be moved to a Roth IRA, if you meet certain conditions. If you have not done so already for 2024, let's talk. I can help determine how your family can take advantage of this new opportunity.
How new 529 rules can help with retirement planning
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Private Wealth Advisor / CEO at Six Point Wealth Advisors, A private wealth advisory practice of Ameriprise Financial Services, LLC 2023 Forbes Best in State Wealth Advisors
Starting this year, excess 529 plan funds can be moved to a Roth IRA, if you meet certain conditions. We can help determine how your family can take advantage of this new opportunity. #sixpointwealthadvisors
How new 529 rules can help with retirement planning
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