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Showing posts with the label rothiraconversion2023

Don't Make This Roth IRA Conversion Mistake: Not Understanding the 5 Year Rule

#shorts #retirement #retirementplanning The 5 Year Rule is an important concept to understand if you are considering a Roth IRA conversion. But, many people don't know anything about it. Watch this video to learn the other four most Common Roth IRA Conversion Mistakes. 👉🏻 👈🏻 ⬇️ DISCLAIMER : Celestial Wealth Management, LLC is registered as an investment adviser in the State of Maryland and Texas. Neither the information nor any opinion constitutes an offer or an invitation to make an offer, to buy or sell any securities or other financial instruments. This video is not intended to provide personal investment advice and it does not take into account the specific investment objectives, financial situation and the particular needs of any specific person. Investors should seek financial advice regarding the appropriateness of investing in financial instruments and implementing investment and planning strategies discussed in this video and should understand tha