(#78) What Would An Advisor Say About Feds Raising Rates Again, 529 Plan Conversion, and Tips On How to Avoid Financial Scams?

The finance world is in a whirlwind. The Feds are trying to curve this inflation as we are officially in a bear market and headed into a recession. Legislation has been submitted to eliminate the penalty for unused 529 assets if they are rolled over into a Roth IRA, and the SEC charges its first broker since the introduction of Regulation Best Interest (BI). Join us as we break down these topics and how you can protect yourself.