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Roth IRA Conversions
Lunch & LearnRoth IRA Conversions – is it the right thing for you?
M. Bernadette Holland, CFPTM and First Vice President /Wealth Management at Janney Montgomery Scott, LLC, Bethlehem, will describe the benefits and information on conversaion of traditional retirement plans to Roth IRA.
Light refreshments and reference materials will be provided free to registered guests. To register, please call 610.746.100 or online by April 20.
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