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Year-End Countdown: Roth Conversions, Taxes, and Your Retirement Plan
Are you ready for the year-end financial countdown? This episode with JoePat Roop dives into last-minute tax strategies, the pros and cons of Roth conversions, and how Social Security timing can impact your retirement plan. Discover why personalized planning matters, how new tax laws could affect your future, and what to consider when leaving a legacy for your loved ones.
For more information or to schedule a consultation call 704-946-7000 or visit BelmontUSA.com!
Follow us on social media: YouTube | Instagram | Facebook | LinkedIn
See omnystudio.com/listener for privacy information.
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By JoePat Roop
3.8
1010 ratings
Are you ready for the year-end financial countdown? This episode with JoePat Roop dives into last-minute tax strategies, the pros and cons of Roth conversions, and how Social Security timing can impact your retirement plan. Discover why personalized planning matters, how new tax laws could affect your future, and what to consider when leaving a legacy for your loved ones.
For more information or to schedule a consultation call 704-946-7000 or visit BelmontUSA.com!
Follow us on social media: YouTube | Instagram | Facebook | LinkedIn
See omnystudio.com/listener for privacy information.