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!

That’s precisely why we recently sent you a copy of our 2021-2022 Tax Planning Card. And we’re glad that you are taking advantage of this bonus content on Roth IRAs, which could be an excellent addition to your family’s current tax-minimization strategy.

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!

But there's more! Click here for your free digital download of Jim Lange's groundbreaking book The Roth Revolution: Pay Taxes Once and Never Again.