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James N Haltiwanger, Jr

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  • James N Haltiwanger, Jr
    101 Falls Park Dr Ste 600 Greenville, SC 29601-5017 T: 864.370.2050 F: 864.255.3390 TF: 800.922.2364
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Refresh and renew your portfolio this spring
Review your cash flow and tend to your RMDs as tax season approaches.
Retirement & Longevity
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.
Family & Lifestyle

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James N Haltiwanger, Jr

Raymond JamesRaymond James
  • James N Haltiwanger, Jr
  • 101 Falls Park Dr Ste 600 Greenville, SC 29601-5017
  • T: 864.370.2050
  • F: 864.255.3390
  • TF: 800.922.2364
  • Map & Directions
  • Map & Directions

 

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