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AMA (Ask Me Anything) Roth Conversions and Donor-Advised Funds
Are you looking for a way to convert more money to Roth accounts without increasing your income? Guest panelist Tyler Aubrey, CFP(R) at Define Financial, will join the NewRetirement team to discuss a strategy that leverages Donor-Advised Funds and Roth Conversions to maximize your tax savings.

Oct 14, 2021 03:00 PM in Pacific Time (US and Canada)

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