Financial Literacy Series: Retirement Strategies & Long-Term Care Awareness
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Are you 59 and worried about rising taxes and RMDs? Have you looked at Roth Conversions? Pay taxes strategically today to prepare for a tax-free, worry-free tomorrow! But is a Roth IRA conversion the right move for you? We can help! To understand the potential tax benefits and see if a Roth conversion aligns with your retirement goals to help you figure out: ✅ Who qualifies for a Roth IRA conversion ✅ Situations where a conversion can be advantageous ✅ How to avoid common pitfalls Why are you si
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Are you 59 and worried about rising taxes and RMDs? Have you looked at Roth Conversions? Pay taxes strategically today to prepare for a tax-free, worry-free tomorrow! But is a Roth IRA conversion the right move for you? We can help! To understand the potential tax benefits and see if a Roth conversion aligns with your retirement goals to help you figure out: ✅ Who qualifies for a Roth IRA conversion ✅ Situations where a conversion can be advantageous ✅ How to avoid common pitfalls Why are you si
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4K views · 27 reactions | You deserve to live your best retirement. Getting started today could be the difference maker. And, according to the Alliance for Lifetime Income, there’s still time for you to get retirement ready. Did you know that not all retirement income is the same? https://bit.ly/4dCfbtE | Transamerica | Facebook
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