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Read more about the article 529 College Savings Conversion to Roth IRA

529 College Savings Conversion to Roth IRA

  • Post author:Beau Ruff
  • Post published:May 19, 2023
  • Post category:Education/Family/Financial Planning/Investing/Taxation

Transferring wealth to children will become a touch easier in 2024. Buried in the estimated 4000-page Consolidated Appropriation Act of 2023 that passed at the end of 2022, was the…

Continue Reading529 College Savings Conversion to Roth IRA

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Cameron Burch, AIF®

Wealth Advisor, Trader

Cameron has been in the finance industry since 2008 and an advisor since 2012, and is dedicated to working with individuals, families, and small business owners to help them pursue financial freedom through individualized financial planning. As a trader, he supports the team with investment analysis, portfolio construction, and the processing of trades and money transactions for our clients. Cameron also enjoys connecting with our Spanish-speaking clients, ensuring they receive the same high level of service. 

Education: Cameron earned his Bachelor of Science in Economics from the University of Utah in 2008 and worked in the banking field until he became a licensed financial advisor in 2012.  

Interests: Cameron was born and raised in the Tri-Cities. He is married to Jamie, and they have four wonderful children, Evelyn, Cassidy, Caleb, and Clara. Cameron is an active member in his community and his church. He enjoys being outdoors as much as possible with his kids, whether he is skiing, mountain biking, taking pictures with his drone, or motorcycle camping.

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  • cameron@cswsteam.com