Archive for October 2024
Rolling Over 529 Funds to a Roth IRA
When discussing the benefits of utilizing a 529 plan for higher education costs, we find one concern continues to give clients pause regarding how much they contribute to the account, “What if my child doesn’t utilize all the funds?” or “What if my child doesn’t utilize the account at all?” Until recently, the only answer…
Read MoreJMG Announces New Principal
We are pleased to announce that Eric Berkowitz has been promoted to Principal at JMG Financial Group. Eric has been instrumental to the recent growth of the firm. “I have benefitted greatly by the supportive culture of our firm that prioritizes giving back to our clients while also investing in career growth. Doing right by all…
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