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  • T. Michael Barnes
    11400 Parkside Dr Ste 200 Knoxville, TN 37934-1923 T: 865.777.5814 F: 866.501.5094
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T. Michael Barnes

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Start the conversation about quiet quitting
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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.
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T. Michael Barnes

Raymond JamesRaymond James
  • 11400 Parkside Dr Ste 200 Knoxville, TN 37934-1923
  • T 865.777.5814
  • F 866.501.5094
  • Map & Directions
  • Map & Directions

Knoxville Branch

 

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