Скачать или смотреть Roth Conversions VS Roth Contributions with Ed Slott

This exclusive tax webinar is only available until November 1st, 2020! Sign up at www.fullertonfp.com/ed-slott



This material is provided courtesy of Fullerton Financial Planning and contains general information to help you understand basic financial planning strategies.
Throughout the presentation, we may generally discuss different financial vehicles; however, nothing said should be construed as a recommendation to buy or sell any financial vehicle, nor should it be used to make decisions today about your investments.
The goal with this presentation is to discuss ideas and financial strategies that may assist some with their financial goals. All investments are subject to risk including the potential loss of principal.
This presentation is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Fullerton Financial Planning nor its representatives give legal or tax advice and for those decisions consult your tax advisor or attorney.
Fullerton Financial Planning (FFP) is an independent financial services firm and uses a variety of different investment methods. Investing involves risk, including the potential loss of principal. Investment advisory services are offered through Kingdom Financial Group, LLC (KFG), an SEC Registered Investment Advisor. KFG maintains a co-advisory relationship with AE Wealth Management. Neither the firm nor its agents provide tax or legal advice.
Ed Slott is not affiliated with Fullerton Financial Planning and is not endorsing this firm.