888-660-4300 | info@ascendplanning.com

  • Follow
  • Follow
Ascend Planning Logo
  • Wealth Strategies
    • Wealth Strategies
    • Financial Planning
    • Retirement Planning
    • Retirement Income Distribution Planning
    • Federal Employee Retirement Planning
    • Wealth Management Strategies
    • Estate & Legacy Planning Strategies
    • Education Funding
    • Insurance Review & Analysis
  • Business Strategies
    • Business Strategies
    • Qualified Retirement Plans & Co-Fiduciary Services
    • Key Person Programs
    • Executive Benefits & Deferred Compensation Plans
    • Business Succession Planning
    • Employee Benefits
    • Employee Education
  • About
    • The Ascend Planning Difference
    • Our Process & Approach
    • Our Team
    • Contact
  • Resources
  • Client Login
    • Ascend Wealth Portal
    • Equitable Advisors Login
    • ADP Retirement Plan Participant Website
    • Brinker Capital
    • Fidelity Retirement Plan Participant Website
    • John Hancock Retirement Plan Participant Website
    • Lincoln Financial Retirement Plan Participant Website
    • OneAmerica Retirement Plan Participant Website
    • Paychex Retirement Plans Participant Website
    • SEI
    • Transamerica Retirement Plan Participant Website
    • VOYA Financial Retirement Plan Participant Website
Don’t need your 529 plan anymore? Consider converting it to a Roth IRA

Don’t need your 529 plan anymore? Consider converting it to a Roth IRA

Sep 30, 2024 | Education, Financial Planning, Resources, Taxes

If you find yourself in a situation where you no longer need your 529 plan for education expenses, converting it to a Roth IRA may be a smart financial move. One of the significant advantages of a Roth IRA is the potential for tax-free growth and withdrawals in...
How Can We Help?

We're ready to speak with you today about your financial future. Let's set up a call today to discuss your path to wealth management.

Contact Us
Ascend Logo - White

Firm Headquarters

3141 Fairview Park Drive, Suite 250
Falls Church, VA  22042

P: 888-660-4300

E: info@ascendplanning.com

 

  • Follow
  • Follow
Download Brochure

How Can We Help?

Our highly-qualified consultants are ready to speak with you today. Just let us know how we can help and we’ll set up a time to chat.

6 + 4 =

Financial Professionals with Ascend Planning & Consulting, LLC (APC) offer securities through Equitable Advisors, LLC (NY, NY 212-314-4600), member FINRA/SIPC (Equitable Financial Advisors in MI & TN), offer investment advisory products and services through Equitable Advisors, LLC, an investment advisor registered with the SEC, and offer insurance and annuity products through Equitable Network, LLC. Equitable Network conducts business in CA as Equitable Network Insurance Agency of California, LLC, in UT as Equitable Network Insurance Agency of Utah, LLC, in PR as Equitable Network of Puerto Rico, Inc. Equitable Advisors, Equitable Network and Ascend Planning & Consulting do not offer tax or legal advice. Consult with your professional tax and legal advisors regarding your circumstances. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly qualified. The information in this website is not investment or securities advice and does not constitute an offer.

For more information about Equitable Advisors, LLC you may visit https://equitable.com/crs to review the firm’s Relationship Summary for Retail Investors and General Conflicts of Interest Disclosure.

Ascend Planning & Consulting, LLC is not a registered investment advisor and is not owned or operated by Equitable Advisors or Equitable Network.

PPG-4675725.1 (5/22) (Exp. 5/26)

© 2022, Ascend Planning & Consulting, LLC. All rights reserved.

Check the background of this investment professional on FINRA’s BrokerCheck »