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Wondering if a Roth/tax specialist can help you take advantage of this opportunity?
Roth conversions and an overall tax strategy (which can potentially reduce your taxes to ZERO in retirement) can be a bit complicated. Most people need help pulling it off effectively.
Not ready to talk taxes or Roth conversions with us?
That’s okay, no offense taken. 🙂
But we do encourage you to work on your Retirement Readiness and to understand the 6 MOST important financial strategies to consider for your retirement.
You can do both in the Retirement Solved Readiness Platform.
Questions? Call us at 978-276-9145 or email us at info@taxsmartretiree.com.
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