Jim Silbernagel
  • Jim Silbernagel
    CFP®, CEPS, LACP, LUTCF, Host of Real Wealth® and Power Session LIVE

Tax strategies for Roth conversions

About Episode & Marketing Content

With new tax laws and regulations being put in place on a seemingly everyday basis, it can be difficult for your clients to keep up and utilize the many tax strategies that are available. This week, CEO and Financial Professional Jim Silbernagel discusses what tax strategies your clients should be aware of if they’re looking to convert to a Roth IRA.

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"Dream big. Start small. But most of all start." - Simon Sinek

When it comes to planning your #finances starting the planning process is the most important step! https://realwealthmedia.com

This session, Veteran Financial Professional Jim Silbernagel discusses the in’s and out’s of Roth conversions. Tune in to find out if a Roth is the right choice for your financial future! https://realwealthmedia.com

Roth conversions: not everyone should do one, but everyone should do an analysis! Tune into this show to learn how you could protect your financial portfolio with a Roth! https://realwealthmedia.com

Far too often, people get caught in tax traps that prevent them from being able to utilize the benefit of a Roth IRA, tune in to learn how you can use several tax strategies to help you protect your portfolio! https://realwealthmedia.com

Now might be the right time for you to convert…but you’ll never know if you don’t get that meeting scheduled! https://realwealthmedia.com

This quote is especially true when it comes to your financial planning…Have a great day! https://realwealthmedia.com

With over three decades in the insurance and financial industry, Jim Silbernagel brings his expertise on to this episode’s program to discuss Roth conversions. Is a Roth right for you? Listen to the show and let’s chat! https://realwealthmedia.com

With the pending changes of tax brackets and tax laws, it’s important to know how these changes could impact your financial future. This show fills the gaps on your tax strategies and helps set the stage for appropriate planning! https://realwealthmedia.com

Looking to convert? Here’s what you should know…https://realwealthmedia.com https://realwealthmedia.com

Looks like this guy has been waiting for a little too long…Don’t wait! Get a plan in place! https://realwealthmedia.com

When it comes to planning your #finances starting the planning process is the most important step! https://realwealthmedia.com

This episode, Veteran Financial Professional Jim Silbernagel discusses the in’s and out’s of Roth conversions. Tune in to find out if a Roth is the right choice for your financial future! https://realwealthmedia.com

Roth conversions: not everyone should do one, but everyone should do an analysis! Tune into this show to learn how you could protect your financial portfolio with a Roth! https://realwealthmedia.com

Far too often, people get caught in tax traps that prevent them from being able to utilize the benefit of a Roth IRA, tune in to learn how you can use several tax strategies to help you protect your portfolio! https://realwealthmedia.com

Looks like this guy has been waiting for a little too long…Don’t wait! Get a plan in place! https://realwealthmedia.com

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