Two asian couples and men and women are together analyzing expenses or finances in deposit accounts and daily income sources with an savings economical concept.

Your Tax Plan in Retirement

May 24, 2023

Dana and Brad discuss Strategic Roth Conversions and tax liability reduction strategies.

  • A Strategic Roth Conversion can transfer money from a tax deferred account to a tax-free account to help you avoid paying more in taxes at a later date
  • It’s never too late to create a Retirement Plan. People don’t plan to fail; they fail to plan

“A ROTH Conversion is a taxable event that may not be suitable for everyone. Consult your tax advisor regarding your situation.”

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