SECURE 2.0 Act 529 Plan Rollover Requirements

Isaac Bradley, J.D., CPA

Director of Financial Planning

Isaac Bradley is the Director of Financial Planning at Homrich Berg. He uses his breadth of knowledge to work closely with HB client service teams on retirement, estate, insurance, tax, business transition, and charitable planning issues. He is responsible for creating scalable resources for advisors, ensuring they have access to the latest relevant information, and implementing consistent planning processes.

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