Axial’s Holiday Cookbook

November 17, 2023

Presented by Rich LeBranti
View Axial’s Holiday Cookbook Here

Recent Posts

How Financial Advisors Can Assist Generation Z

Gen Z includes anyone born between 1997 and 2012. Described as the most diverse generation, Gen Z grew up with technology that previous generations did not. Although Gen Z is notable for using their devices and social media excessively, they are tech-savvy, ambitious,...

New in 2024: 529 Plan to Roth IRA Rollover Option

In December 2022, Congress passed the SECURE 2.0 Act. It introduced two new rules relating to 529 plans and student debt that will take effect in 2024.  The first provision allows for tax- and penalty-free rollovers from a 529 plan to a Roth IRA. The second provision...