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Andrea Lee Joins Brett Rice to Discuss 529 to Roth Conversions
Manage episode 465280243 series 3644857
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Andrea joins the podcast to discuss a new option with your 529 accounts, rolling them into a Roth IRA.
Securities offered through LPL Financial, Member FINRA/SIPC. Investment advice offered through CVFG LLC DBA coreVISION Financial Group, a registered investment advisor. CVFG LLC and coreVISION Financial Group are separate entities from LPL Financial.
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