Rich B.
1/5/2024
I met with Shawn on 12/11. My top priority was how to structure a Roth conversion and I made it clear that I needed a plan in place and executed by 12/31 because my filing status was going to...
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I met with Shawn on 12/11. My top priority was how to structure a Roth conversion and I made it clear that I needed a plan in place and executed by 12/31 because my filing status was going to...
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