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  • North Rim Financial Group
    94 S Mall Drive, Ste 103 Saint George, UT 84790-4900 T: 435.429.1920 F: 435.429.1942
    Map and Directions Map and Directions
North Rim Financial GroupNorth Rim Financial Group
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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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North Rim Financial GroupNorth Rim Financial Group
  • 94 S Mall Drive, Ste 103 Saint George, UT 84790-4900
  • T 435.429.1920
  • F 435.429.1942
  • Map & Directions
  • Map & Directions
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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 your local Raymond James 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.

Investment advisory services offered through Raymond James Financial Services Advisors, Inc. North Rim Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.

 
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