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The Foster & Motley Podcast
The advisors of Foster & Motley are on a mission to help individuals, couples, and families achieve the life they envision by providing a tailored and comprehensive wealth management experience. They provide customized tiers of service to help maximize your wealth, no matter where you are on your wealth journey. Join them as they explore actionable steps to improve your financial well-being.
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How Can I Benefit From a 529 Roth Conversion? With Tony Luckhardt, ​​MBA, CFP®, CRPC®

How Can I Benefit From a 529 Roth Conversion? With Tony Luckhardt, ​​MBA, CFP®, CRPC®


Saving for college may seem like it starts as soon as you learn about a new addition to the family. With all the discussions about 529 plans to invest in future educational expenses, recent changes have actually made things better, for the most part. In this episode, Tony Luckhardt, ​​MBA, CFP®, CRPC®, discusses changes to …

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