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Bob was outstanding as usual
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Thank you Bob for a great review and overview of the 2022 rules and Roth conversions. The slides are helpful and understandable because we've seen them presented before and eventually things sink in once repeated a few times. So that is a good thing. Appreciate very much all of the minor tips and suggestions for handling clients and planning overall.
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Bob covered a lot. Very insightful. Gives a road map to follow to effectively advise clients.