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Why Your IRA and 401K
is a ticking time bomb!

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In this guide, you will learn the Primary Factors that Adversely Affect Retirement Accounts.

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  • Taxes are Your Biggest Retirement Risk.

  • Five Tax Traps where Uncle Sam may get your money if you don’t do a Roth Conversion.

  • The net effect of these tax traps is a forced depletion of your IRA account.

  • How to Avoid RMDs and prevent other rising taxes from overtaking your retirement accounts.

  • Who should do a Roth Conversion? What is the best vehicle to use to perform a Roth Conversion and what are its advantages.

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