September 20, 2023
Posted in News

Michael Angelucci, CFP® Joins WBEN To Discuss Roth Conversions From 529 Accounts

Mike Heburn

Level’s Michael Angelucci, CFP®, MBA joined WBEN this morning to discuss a new rule change regarding 529 accounts and Roth conversions

Click Here to Listen

Related Posts

May 21, 2026
Posted in News, Retirement

Will Average Investors Be Able to Participate In The SpaceX IPO? Mike Angelucci, CFP® on WBEN

Level Financial Advisors

In this WBEN appearance, Michael Angelucci, CFP®, of Level Financial Advisors discusses the upcoming SpaceX IPO and how it might

Download Our Retirement Guide