Voya Investment Management appoints head of distribution
Voya IM announces Tiffani Potesta as its new head of distribution.
Effective January 1, 2024, Account owners may roll money from a Tomorrow’s Scholar® 529 Plan account to a Roth IRA for the benefit of the 529 account beneficiary without incurring federal income tax or penalties (state tax treatment varies). Certain conditions apply as referenced in the Tomorrow’s Scholar Secure 2.0 Flyer, and the IRS is expected to issue additional guidance in 2024 that may impact these rollovers.
Voya IM announces Tiffani Potesta as its new head of distribution.
Voya Investment Management Chief Executive Officer Christine Hurtsellers announces plans to retire in 2024; Matt Toms, currently Voya Investment Management global chief investment officer, named her successor.
Eric Stein joins Voya Investment Management as head of investments and chief investment officer, fixed income.
Effective January 1, 2024, Account owners may roll money from a Tomorrow’s Scholar® 529 Plan account to a Roth IRA for the benefit of the 529 account beneficiary without incurring federal income tax or penalties (state tax treatment varies). Certain conditions apply as referenced in the Tomorrow’s Scholar Secure 2.0 Flyer, and the IRS is expected to issue additional guidance in 2024 that may impact these rollovers.