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  • Lexington-3LT
    489 E Main St Ste 200 Lexington, KY 40507-1518 T: 859.253.9769 F: 844.964.7759 TF: 800.937.0161
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Start the conversation about quiet quitting
Why the quiet quitting narrative is an opportunity to reexamine your employees' engagement.
Business Ownership
SECURE Act 2.0 allows rollovers of 529 funds to Roth IRA
Effective in 2024, beneficiaries of 529 college savings accounts may transfer unused funds directly to a Roth IRA.
Family & Lifestyle
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  • Elizabeth Robertson
  • 489 E Main St Ste 200 Lexington, KY 40507-1518
  • T 859.253.9769
  • F 844.964.7759
  • TF 800.937.0161
  • Map & Directions
  • Map & Directions

 

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