November, 2023 - The Little CPA

529-to-Roth Rollover: Changes Under 2019 and 2022 SECURE Acts

By The Little CPA November 23, 2023Parents, Stocks and Equity, StudentsNo Comments

From 529-to-Roth IRA Rollovers to Student Loans, learn the enhanced benefits of 529 Plans under the 2019 and 2022 Secure Acts.

10 Best Budgeting Apps of 2024

By The Little CPA November 2, 2023Budgeting and saving, Financial ManagementNo Comments

YNAB, Rocket Money, Empower, PocketGuard - check out the blog for a summary of the 10 Best Budgeting Apps for wealth management, money tracking and more!

529-to-Roth Rollover: Changes Under 2019 and 2022 SECURE Acts

10 Best Budgeting Apps of 2024

ABOUT

The Little CPA empowers social entrepreneurs and purpose-driven professionals to make wise financial decisions that help them overcome financial challenges, create generational wealth and make meaningful impact.
Inspired by Proverbs 27:23-27.

Click here to learn more!

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Table of Contents

ABOUT

The Little CPA empowers social entrepreneurs and purpose-driven professionals to make wise financial decisions that help them overcome financial challenges, create generational wealth and make meaningful impact. Inspired by Proverbs 27:23-27.

Click here to learn more!

MENU

Table of Contents

The Little CPA empowers social entrepreneurs and purpose-driven professionals to make wise financial decisions that help them overcome financial challenges, create generational wealth and make meaningful impact.
Inspired by Proverbs 27:23-27.