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Roth conversions and year end financial planning
Manage episode 454634263 series 3577077
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Dan and Emily discuss the year-end tax strategy of Roth conversions, important topics for year-end financial planning, and how a senior financial planner spends the end of their year.
To learn more about financial planning and MY Wealth Planners, visit: https://mywealthplanners.com
To schedule a complimentary consultation, visit: https://calendly.com/my-wealth-planners-initial-consults
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