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The size of our firm is important. IRS Certified Annual Filing Season Program Participant.
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Thursday, December 31, 2009. IRA to Roth IRA Conversion Tax Laws to Change in 2010.
We are The Legacy Financial Group. Legacy is an independent registered investment advisor that provides prudent investment advisory services to individuals, 401k plans, trusts, foundations, and businesses. We believe financial markets are efficient, risk and return are related, and diversification and discipline are the keys to a successful investment experience. Team Our team of professionals. Financial Advisor for the King Burkholder Team.