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Thank you, you’re all set. The Roth Conversion Solutions Brief will arrive in your email inbox in a few minutes.

Check your Spam/Junk Mail folder if you don’t see it. And in the meantime, check out this short video.

https://youtu.be/0P8TZCkKcQs

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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