Roth IRA Conversion Is Suddenly A High-Value Mass Affluent Tactic

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9.0

Provided useful information on how to navigate the changes brought by the Secure Act.

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9.0

Great information, but moved through the material too fast.
I will need to watch again.
Definitely need to buy the slides to comprehend and ably the material to client situations.

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9.0

Very good.

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