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Reply to "Roth Conversion later in life, near retirement"
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[quote=Anonymous]Anyone try the services of Craig Wear —who bills himself and his team as having a niche expertise in Roth conversions (having it done it exclusively fir past 15 years) to lessen tax liabilities and use money on own teems versus forced RMDs etc. His fee of 10k (or 9900). Seems steep but he offers 100% guarantee of tax savings or money back. [/quote]
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