Media appearances
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.”
Feb 6, 2023