May 2024 Living Well

How the SECURE 2.0 Act Allows for 529 Rollovers to Roth IRAs

The SECURE 2.0 Act, enacted to enhance retirement savings opportunities, includes a provision allowing for the rollover of 529 plan funds to Roth IRAs. This change addresses a common issue faced by some families: what to do with leftover 529 plan funds after educational expenses have been covered. Click here for the full blog by Nicholas Pileggi, CFP? .

Why Hiring a Financial Planner Early Can Impact Your Retirement Journey

Retirement often marks a significant transition in life, signaling the end of one chapter and the beginning of another. However, the decisions made in the years leading up to retirement can greatly influence your quality of life during this new phase. Click here for the full blog by Paula Nangle, CFP? .

Disclosure: Marshall Financial Group, Inc (“Marshall Financial”) is an SEC-registered investment adviser with its principal place of business in Doylestown, Pennsylvania.?This newsletter is limited to the dissemination of general information pertaining to Marshall Financial Group’s investment advisory services. Investing involves risk, including risk of loss. References to market indices are included for informational purposes only as it is not possible to directly invest in an index. The historical performance results of an index do not reflect the deduction of transaction, custodial, and management fees, which would decrease performance results. It should not be assumed that your account performance or the volatility of any securities held in your account will correspond directly to any comparative benchmark index. This newsletter contains certain forward‐looking statements (which may be signaled by words such as “believe,” “expect” or “anticipate”) which indicate future possibilities. Due to known and unknown risks, other uncertainties and factors, actual results may differ materially from the expectations portrayed in such forward‐looking statements. As such, there is no guarantee that the views and opinions expressed in this letter will come to pass. Additionally, this newsletter contains information derived from third party sources. Although we believe these sources to be reliable, we make no representations as to the accuracy of any information prepared by any unaffiliated third party incorporated herein, and take no responsibility, therefore. For additional information about Marshall Financial, please request our disclosure brochure as set forth on Form ADV using the contact information set forth herein, or refer to the Investment Adviser Public Disclosure web site (www.adviserinfo.sec.gov). Please read the disclosure statement carefully.