InvestmentNews: Kris Carroll Featured in “Game Changer or Not, SECURE 2.0 529 Rollover Rule Turns Advisor Heads”

Kris Carroll CFA®, CFP®. Managing Director for the Carolinas at Wealth Enhancement Group, was featured by InvestmentNews in an article titled “Game Changer or Not, SECURE 2.0 529 Rollover Rule Turns Advisor Heads.”

“While I think this provision isn’t a big deal, it may be another way to encourage families to use 529s by breaking down one of the arguments against saving early,” Carroll said. “That is a positive — 529s are a great way to start saving for college, so if any small change encourages more families to use them, I think that is a benefit.”

Read the article written by Gregg Greenberg here.