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InvestmentNews: Kris Carroll Featured in "Game Changer or Not, SECURE 2.0 529 Rollover Rule Turns Advisor Heads"

Kris Carroll

- CFA®, CFP®

3 minutes

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Kris Carroll CFA®, CFP®. Managing Director for the Carolinas at Wealth Enhancement Group, was featured by InvestmentNews in an article titled "Game Changer or Not, SECURE 2.0 529 Rollover Rule Turns Advisor Heads."

“While I think this provision isn’t a big deal, it may be another way to encourage families to use 529s by breaking down one of the arguments against saving early,” Carroll said. “That is a positive — 529s are a great way to start saving for college, so if any small change encourages more families to use them, I think that is a benefit.”

Read the article written by Gregg Greenberg here.

Head shot of Kris Carroll

Managing Director, Carolinas

Charlotte, NC

Although he formally began his career at Carroll Financial Associates, Inc. in 1998, Kris Carroll’s interest in investment management started much earlier. As the son of two CERTIFIED FINANCIAL PLANNER™ practitioners, he spent many evenings at the dinner table listening to his parents talk about the markets, investments, and helping their clients plan for retirement.

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