The 'What's Next?' Retirement Podcast

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March 20, 2023

Secure Act 2.0's Impact on Roth Conversions

Secure Act 2.0's Impact on Roth Conversions
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  • Show Notes

Tune in to learn more about the Secure Act 2.0!

Click here to schedule your FREE consult with our awesome team of CFP®s

Here is access to Craig’s first book, Paying the Piper.

Here is a link to Craig’s most recent book, Roth Conversion Secrets.


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The 'What's Next?' Retirement Podcast Logo

Life is full of transitions that have a financial impact now and in your future. When finances are affected, there are always questions to ask and choices to make. As an independent Certified Financial Planner for well over thirty years, Craig has helped Americans make decisions that give them their best financial futures. The experiences with so many clients has given him a unique perspective to help with “What’s Next?” for you - as you navigate the unknowns of your own life.

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