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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.

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

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