Junior Roth IRA
Phil introduces the innovative Junior Roth IRA, a product designed to help minors grow their wealth tax-free, leveraging recent regulatory changes. With a successful track record in fintech, he shares impressive early metrics from customer onboarding and highlights the potential for collaboration with existing platforms. The conversation also delves into the complexities of rolling over funds from a 529 account, simplifying the process for future investors.In this clip
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The Pitch
#139 FutureMoney
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