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In the meantime, check out this super short video.

Wondering if a Roth/tax specialist can help you take advantage of this opportunity?

Roth conversions and an overall tax strategy (which can potentially reduce your taxes to ZERO in retirement) can be a bit complicated. Most people need help pulling it off effectively.

Not ready to talk taxes or Roth conversions with us?

That’s okay, no offense taken. :-)

But we do encourage you to work on your Retirement Readiness and to understand the 6 MOST important financial strategies to consider for your retirement.

You can do both in our Retirement Solved Planning Platform.

Click for more details and free access here.

Questions? Call us at 508-798-5115 or email us at retire@herretirement.com.

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