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If your current income tax rate is materially less than what your income tax rate will be in the future when you take IRA distributions, a "Roth Conversion" may be an ideal strategy to reduce taxes. Download our free report to learn more.

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Jason Dettman, CFP®

As LWM’s Financial Planning Specialist, Jason prepares comprehensive Financial Plans for clients and periodically updates these plans upon client request. Jason can be reached at jason@lawrencewealthmanagement.com.

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