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Jason Scarpellini
4969 US Highway 42
Ste 1600
Louisville, KY 40222-6390
D: 502.329.5603
TF: 800.236.9116
F: 866.522.9721
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Start the conversation about quiet quitting
Why the quiet quitting narrative is an opportunity to reexamine your employees' engagement.
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Business Ownership
SECURE Act 2.0 allows rollovers of 529 funds to Roth IRA
Effective in 2024, beneficiaries of 529 college savings accounts may transfer unused funds directly to a Roth IRA.
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Family & Lifestyle
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