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Phil Bailey
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  • Muirfield Wealth Advisors
    6101 Carnegie Blvd. Suite 550 Charlotte, NC 28209 T: 704.442.0047 F: 704.442.0123
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Start the conversation about quiet quitting
Why the quiet quitting narrative is an opportunity to reexamine your employees' engagement.
Business Ownership
SECURE Act 2.0 allows rollovers of 529 funds to Roth IRA
Effective in 2024, beneficiaries of 529 college savings accounts may transfer unused funds directly to a Roth IRA.
Family & Lifestyle
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  • Muirfield Wealth Advisors
  • 6101 Carnegie Blvd. Suite 550 Charlotte, NC 28209
  • T 704.442.0047
  • F 704.442.0123
  • Map & Directions
  • Map & Directions

 

Important Disclosures | Form CRS Client Relationship Summary