Radio Episodes

Listen to this weeks episode:

  • Retirement Tax Planning Strategies IV

    June 25, 2022

    Description:

    This whole month we have talked about Tax Planning Strategies! Join us in the last episode talking about Roth Conversions and what the benefits are.

    *Hint hint – the benefits to a Roth Conversion, the withdrawals are tax free!

    You can have Confidence for every financial decision!

    It’s time your finances are Crystal Clear! Call us today at (518) 433-7181 and schedule your free initial consultation.

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