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5 Common Mistakes to Avoid When Converting Your IRA to a Roth

5 Common Mistakes to Avoid When Converting Your IRA to a Roth

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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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