529 to Roth IRA Rollovers: What you need to know
UBS On-Air: Conversations
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Navigating Eligibility and Compliance in 529 Accounts and IRAs
Learn about the crucial importance of understanding 529 account eligibility and compliance, along with the necessity of seeking professional guidance for updates and clarification. The speakers express appreciation for shared insights and clarify the roles of UBS Financial Services Inc. in managing these accounts.
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