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When should you consider a Roth Conversion?

August 10, 2022 | David Edmisten, CFP®

Corporate employees who choose early retirement often have many questions on what strategies they can use to save on taxes in retirement. One strategy worth considering is converting funds in a Traditional/Rollover IRA to a Roth IRA, i.e. a Roth Conversion.
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Image for 7 Key Questions to Answer Before You Retire

7 Key Questions to Answer Before You Retire

August 10, 2022 | David Edmisten, CFP®

If you're thinking about retiring, congratulations! Many people reach a point where they consider taking a different path in life. There are 7 key questions you must answer so that you can enter retirement confidently and successfully.
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