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Director and Wealth Planner Discusses 529 to Roth IRA Transfers with Financial Advisor Magazine | Crestwood Advisors (Concept)

Written by Crestwood Advisors | Oct 21, 2024, 2:14:59 PM

Thinking about moving leftover 529 funds to a Roth IRA?  

Director and Wealth Planner Tiffany Bell, CFP®, recently discussed this with Financial Advisor Magazine.

Read the full article by clicking here.