May 17, 2023 – Managing Director, and Principal John Lau CPA,CFP was featured in SFGate discussing ‘How saving for retirement has changed in 2023.’ Lau says this 529-to-IRA conversion provision is helpful to parents and children alike. “That is actually a pretty good idea and we’ve been promoting that to clients who have young children,” he says. “It’s a good way to save for a 529 plan, but if they don’t need that money they can transfer it into a Roth IRA and get a jumpstart for retirement.” Read the full piece here: https://bit.ly/3OmZAn7
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