No Non-Cents Blog

Can You Turn a 529 into a Roth IRA?

Would you like to fund a 529 plan for your child or grandchild and don't want them to incur penalties when withdrawing the unused funds?...

Apr 22, 2024

Now that we are into a brand new year, it’s a good time to revisit your retirement accounts. Saving for the future doesn’t have to be...

Jan 20, 2023

Setting a budget is putting together a spending plan for expenses that week, month, and year. And yes, you have permission to spend!...

Apr 14, 2022

* These are provided for educational purposes only

and you should consult with your advisor, account,

and/or attorney prior to taking any action.