Unhappy with your current 529 Plan? Consider a “same beneficiary rollover” to a new plan. Learn your options in this week’s Financial Tip.
K.C. Smith, CFP®, Senior Associate for Henssler Financial addressed a question from a Kennesaw State University Student. Nicole Carder asks how her family should go about resolving their student loan debt. K.C. provides insight into how investing may be the option for them but how it truly boils down to their risk tolerance.
Want to take distributions from a 401(k) and convert only the after-tax dollars to a Roth? New rules allow you to do that. Learn more in this Financial Tip.