Skip to content

Considering a Roth conversion? → This free flowchart can help

Already a client? →

Who We Help
Services
Our Process
About Us
FAQs

Schedule A Call

Schedule A Call

Who We Help
Services
Our Process
About Us
FAQs

Schedule A Call

Schedule A Call

using-a-529-plan

Leave a Comment / By Jim White, CFP®, EA / August 18, 2015

529 Plan Rules: Complete Guide to Qualified Expenses and New Roth IRA Rollovers

Who We Help
Services
Our Process
About Us
FAQs
Join My Email List

Schedule A Call

Schedule A Call

Who We Help
Services
Our Process
About Us
FAQs
Join My Email List

Search

find us on social

YouTube
Facebook
Instagram
LinkedIn

connect with us

meeting locations:

2295 Wells Road
Pottstown, PA 19465

101 Lindenwood Drive, Suite 225
Malvern, PA 19355

contact jim

jim@greatoakadvisors.com

find what you need

Blog + resources
Client Login
Press and Media
Join our community
Work With Us

Schedule an Appt.

Schedule an Appt.

© Great Oak Wealth management 2020 - 2025 | All rights reserved | Disclaimer | Privacy Policy

ADV 2 | Designed and Developed by Bethany Works®

Scroll to Top