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What you need to know about Roth conversions
Bryan and Shane Hopkins of Hopkins Wealth Management Group define what Roth IRAs are and how both Roth conversions and backdoor Roth conversions work. They explain how each has limits, the tax benefits and implications, and how these tools are not right for every situation. Bryan also shares about his day trip to California to visit a client and how he and Shane give special attention to each of their clients.
Schedule a complimentary consultation with Hopkins Wealth Management Group at hopkinswealth.com or call 208-510-6200 . And call or go online to learn about their seminar in Cedar Creek Inn in Brea, California on July 29th. Reserve your spot before they fill!
See omnystudio.com/listener for privacy information.
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By Bryan and Shane HopkinsBryan and Shane Hopkins of Hopkins Wealth Management Group define what Roth IRAs are and how both Roth conversions and backdoor Roth conversions work. They explain how each has limits, the tax benefits and implications, and how these tools are not right for every situation. Bryan also shares about his day trip to California to visit a client and how he and Shane give special attention to each of their clients.
Schedule a complimentary consultation with Hopkins Wealth Management Group at hopkinswealth.com or call 208-510-6200 . And call or go online to learn about their seminar in Cedar Creek Inn in Brea, California on July 29th. Reserve your spot before they fill!
See omnystudio.com/listener for privacy information.