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(541) 708-1922
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How to Bake a Pie-R-A

Roth IRAs are tax-advantaged differently from traditional IRAs. Do you know how?

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16233 Rock Coast Drive

Winter Garden, FL 34787

info@planwithm.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

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During a brief transition period, Investment Advisor Representatives of M Group will be dually registered with Summit Financial, LLC ("Summit") and M Group Investment Advisor, LLC. Summit and M Group Investment Advisor, LLC are separate entities which are not affiliated.

Investment advisory and financial planning services may be offered through Summit Financial, LLC., a SEC-Registered Investment Adviser, doing business as M Group.

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