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Steve Gaito: Roth Conversions/Tax Planning | Certified Financial Planner

What is a Roth?
Why is it an important part of a retirement plan?
What age should conversions start?
Are there other options to Roth IRAs that are tax free?

Call Today for Tips on:
• Reducing Taxes
• Retirement Income
• Legacy Planning
• Annuities
• Income Planning
• Retirement Planning
• Tax-Free Income
• Retirement Income
• 401k Planning
• Certified Financial Planner
• Retirement Distribution Plans
• Roth IRA Conversion

Steven W. Gaito, CFP®
Certified Financial Planner TM
Cell: 919-270-4100
110 Traders Cross, 1st Floor, Bluffton, SC 29909

Talk of the Town Hosted by Robyn Zimmerman

April 2024

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