2022 has begun in earnest and we know many of you are focused on getting your financial houses in order…starting with your 2021 tax returns!
Click here to watch our March 8th webinar, Roth IRA Conversions: Pay Taxes Once and Never Again. This dedicated Roth educational webinar with a brand new section on back-door Roth IRA conversion strategy represents our most up-to-date thinking on all things Roth! | Click here if you're interested in an initial consultation with Jim!
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