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Super ROTH Strategy

Episode 317 Published 1 month ago
Description

Join us for today's podcast as Crystal discusses the strategy of mega Roths, which allows individuals to convert their existing 401k or 403b accounts into a Roth account. She will explain the three steps involved in this process and also emphasize that this strategy is not suitable for everyone and should be considered in conjunction with a holistic financial plan.  Is the Super Roth Strategy right for you?  Tune in and find out....

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