Vince DiGiacomo Quoted in Financial Advisor Magazine

By |2024-11-08T18:29:06+00:00October 18th, 2024|In the News|

Converting leftover 529 funds to a Roth IRA can be a great way to pad retirement savings. However, there are strict regulations and potential drawbacks to consider. Associate Wealth Manager Vince DiGiacomo recently shared with Financial Advisor Magazine how Fairway advises clients on managing leftover 529 funds once the $35,000 maximum amount has been converted. Click [...]