Andrea Lee Joins Brett Rice to Discuss 529 to Roth Conversions
Andrea joins the podcast to discuss a new option with your 529 accounts, rolling them into a Roth IRA. #coreVISIONcrew #WeRetirePeople
Andrea joins the podcast to discuss a new option with your 529 accounts, rolling them into a Roth IRA. #coreVISIONcrew #WeRetirePeople
Where should you start when building a budget and what resources are needed? #coreVISIONCrew #WeRetirePeople
Beau Browning discusses the current state of the coreVISION Firm for 2024. #coreVISIONCrew #WeRetirePeople
Andrea Lee and Guest Gene Jones discuss RMDs and Charitable Giving. #WeRetirePeople #coreVISIONcrew
To all the coreVISION Mothers on Mother's Day
Andrea Lee and Brett Rice discuss the gender gap in investing and retirement savings. #coreVISIONFG #RetirementSavings #GenderGap