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On Tuesday, June 30th, Blake Murphy, Keith Brandt, and David Brandt from CWT shared techniques to minimize income and estate taxes when dealing with Roth retirement accounts. Why are Roth accounts so important in retirement and tax planning? How do you contribute to a Roth IRA when you make too much money? How to execute a Mega Back Door Roth Strategy using your company's 401(k) plan? Check out the replay below! To get invitations for future webinars like this, contact us today.
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October 2020
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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment advisory services offered through Kestra Private Wealth Services, LLC.. California Wealth Transitions is a member firm of Kestra Private Wealth Services, LLC an affiliate of Kestra IS. California Wealth Transitions and Kestra IS are not affiliated. Neither Kestra IS nor Kestra Private Wealth Services provide legal or tax advice.
This site is published for residents of the United States only. Registered representatives of Kestra Investment Services, LLC and investment adviser representatives of Kestra Private Wealth Services, LLC may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact Kestra Investment Services, LLC Compliance Department at 844-5-KESTRA (844-553-7872).