Trust the Plan Podcast with Nick Hopwood, CFP® and Jim Pilat, CFP®
EP 211: 2024's Game-Changer: The 529 Rollover into IRA Explained
January 15, 2024
Nick Hopwood, CFP and Jim Pilat, CFP of Peak Wealth Management talk about how families who are saving for education in 529 plans are now allowed to roll over unused funds from those accounts into Ro
Join Nick Hopwood, CFP® And Jim Pilat, CFP® of Peak Wealth Management on our Journey to a peace of mind retirement.
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