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Vince DiGiacomo Quoted in Financial Advisor Magazine

October 18, 2024 | In the News

Vince DiGiacomo

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 here for the full article.

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