With new legislation in progress, there are items in need of addressing before taking a “set it and forget it” approach to saving for retirement. Proactive planning can help you save more efficiently by reducing your tax burden. Let’s talk about the Roth Conversion process. In the webinar below, Larson Financial Group advisor, Dylan Donovan, discusses how timing the conversion and utilizing any deductions can be a great start to having a retirement and legacy plan. Legislation is everchanging; we encourage you to follow up with any questions you may have following the video.
Larson Financial Group knows how valuable your time is. We try and make our webinars as concise and informative as possible. However, we recognize that we may not have spent as much time on each topic as you may have hoped. If you still have questions about one of the topics discussed today, or have another financial planning question in general, we encourage you to reach out. Book a meeting with Dylan here.
Advisory Services offered through Larson Financial Group, LLC, a Registered Investment Advisor. Securities offered through Larson Financial Securities, LLC, Member FINRA/SIPC.