Do you have leftover funds sitting in a 529 plan? If so, you may be able to roll these funds over to a Roth IRA. Let’s dive into how to do this.

Congratulations to Reed Hubbert for passing his exams to become an advisor!

Indiana 529 Plan beneficiaries now have more options than before for the funds in their accounts.

The SECURE 2.0 Act, a recent federal legislation, brings a transformative change for Indiana 529 plan account owners.

“So, what does a financial advisor actually do?”

Whether you’re a potential client or are considering a career as a financial advisor, hearing how advisors work with their clients can be helpful to determine if working with an advisor (or becoming and advisor) is right for you.

The Biden Administration has made big news, and stirred up a lot of controversy, over their announcement regarding student loans. People getting loans forgiven are happy. People who already paid off their loans aren’t. Both sides are justified in how they feel.

What are the details of the announcement, what does it mean for you now, and what does it mean for the future?