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Maximizing Tax-Free Income with Roth Conversions
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- Consider doing Roth conversions if you are in the right tax situation and have other liquid assets to pay the taxes.
- Social Security is in trouble but unlikely to go away completely; it is important to be proactive and make informed decisions about when to start taking benefits.
- Have a mid-year financial checkup to re-evaluate retirement contributions, withholding amounts, investment allocations, and estate plans.
Schedule your Complimentary Retirement Review NOW! Call Steve at 508-544-0560!
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