Archive for March 27, 2024
A Guide for the New 529 to Roth Transfer
In the ever-evolving world of financial planning, a significant change is on the horizon for families looking to optimize college savings through 529 plans. With the introduction of the 2022 SECURE Act 2.0, effective from 2024, parents, grandparents, and other family members now have a new strategy to consider in their financial planning arsenal. This…
Read MoreVann Equity Volunteers at Red Ballon League Tournament Benefiting Children’s Health
Red Balloon League Tournament benefitting Children’s Health℠ *FREE Entry & $15 per person Tournament Fee* Join us on April 21st to Support Red Balloon League Tournament benefitting Children’s Health℠! About this Event Registration is now open for the Red Balloon League Tournament benefitting Children’s Health℠! Grab the best Fowlers you know and enter into this single-elimination…
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