Skip to content

Director and Wealth Planner Discusses 529 to Roth IRA Transfers with Financial Advisor Magazine

< Back to News

  • in News, Wealth Planning

Thinking about moving leftover 529 funds to a Roth IRA?  

Director and Wealth Planner Tiffany Bell, CFP®, recently discussed this with Financial Advisor Magazine.

Read the full article by clicking here.

Recent Posts

Managing Director & Wealth Strategist Katie Sheehan Shares Insights on Successful Business Succession Planning in the Wealth Strategies Journal

Teaching the Next Generation to Invest: Should Your Teenager Have a Roth IRA?

Crestwood Advisors’ Leah Sciabarrasi Featured in Boston Business Journal Industry Report; Firm Named to Largest Independent Investment Advisers List

August 2026 Economic and Market Update: A Divided Fed Meets a Divided Market

Webinar: What the Fed’s New Leadership Means for Investors

OUR LATEST NEWS, PERSPECTIVES & EVENTS

Managing Director & Wealth Strategist Katie Sheehan Shares Insights on Successful Business Succession Planning in the Wealth Strategies Journal

September 1, 2026
Read More

Teaching the Next Generation to Invest: Should Your Teenager Have a Roth IRA?

August 26, 2026
Read More

Crestwood Advisors’ Leah Sciabarrasi Featured in Boston Business Journal Industry Report; Firm Named to Largest Independent Investment Advisers List

August 24, 2026
Read More

SUBSCRIBE TO OUR THOUGHT LEADERSHIP