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Roth Conversions: The Domino Effect of Optimizing Taxes

Knowledge Base Podcast
Knowledge Base Podcast
Roth Conversions: The Domino Effect of Optimizing Taxes
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Hear from John Costello in part one of our Roth Conversions discussion! Dive into the various conversion types and how to model them in eMoney in planning for your Clients.

Please be advised that this podcast contains purely educational information, and nothing discussed may be construed as legal, tax or financial advice. Please consult a financial advisor for any financial investment or money management questions. All views or opinions represented in this podcast are solely the opinion of the speaker, and do not represent those of eMoney Advisor, LLC, or any of its affiliates.

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