Skip to content
envelope
  • T: 614.442.2340
  • F: 866.208.0574
  • TF: 888.301.9255
Let's Have a Conversation
  • Home
  • Our Team
    • Our Team
    • Stacey R. Maham
    • Bradford Marcotte
    • Professional Recognitions
    • About Raymond James
  • Our Process
  • Who We Serve
  • Our Services
  • Resources
    • Resources
    • Client Access Videos
    • Worthwhile
    • Food For Thought RSVP
  • Say Hello
  • Client Portal
    • Client Portal
      • Forgot your password?
      • Enroll
      • Need Help?
      • Contact Us / FAQ
      • Privacy / Security
      • Client Resources
  • Kingsdale Wealth Management Partners of Raymond James
    6745 Longshore St Suite 220 Dublin, OH 43017-2654 T: 614.442.2340 F: 866.208.0574 TF: 888.301.9255
    Map and Directions Map and Directions
Kingsdale Wealth Management Partners of Raymond JamesKingsdale Wealth Management Partners of Raymond James
Reset All Filters
Filter
  • Category
    • Business Ownership
    • Family & Lifestyle
    • Retirement & Longevity
  • Media
    • Article
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
Read
Always here for you
Kingsdale Wealth Management Partners of Raymond JamesKingsdale Wealth Management Partners of Raymond James
  • Kingsdale Wealth Management Partners of Raymond James 6745 Longshore St Suite 220 Dublin, OH 43017-2654
  • T 614.442.2340
  • F 866.208.0574
  • TF 888.301.9255
  • Map & Directions
  • Map & Directions
envelope

Raymond James financial advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability.


Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.

© 2025 Raymond James & Associates, Inc., member New York Stock Exchange / SIPC    |   Legal Disclosures   |   Privacy, Security & Account Protection   |   Terms of Use