The tax code is ever-changing, which means your strategies should be ever-changing as well. Do not get stuck with your heels dug in the ground.
Resources -
"Roth Conversions & Back Door Roth's" Elements In Focus with Grant Soliven, AIF and Aaron Rheaume, CKA. Roth Conversions & Back Door Roth's - The Financial Enhancement Group (yourlifeafterwork.com)
"The Secure Act, Here's What It Means For You," article by Joe Clark, CFP The Secure Act, Here's What It Means For You - The Financial Enhancement Group (yourlifeafterwork.com)
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Give us a call at 800-928-4001 or send them to TalkToFEG@yourlifeafterwork.com
