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Category: Planning Insights

Roth Conversions in Volatile Markets

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Four Common Financial Pitfalls for Doctors

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House Passes SECURE Act 2.0

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Summit Financial, LLC, an SEC registered investment advisor firm, established in November 2018 is a wholly owned subsidiary of Summit Financial Holdings and is the successor firm of all the legacy investment advisory and financial planning business of Summit Equities, Inc. (registered with the SEC in 1991) and Summit Financial Resources, Inc. (registered with the SEC in 1983)