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VANGUARD UPDATE: The NEW BEST Way To Convert To Roth

Nick Davis, CFP®

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VANGUARD UPDATE: The NEW BEST Way To Convert To Roth

152 490 просмотров · 8 мес. назад
Nick Davis, CFP®
101 тыс. подписчиков
152 490 просмотров · 8 мес. назад
To learn more about how to retire in 30 minutes, watch this: https://go.brindleandbay.com/d04874de Schedule a complimentary call with us here: https://go.brindleandbay.com/dabea9ab Download our Modern Guardrails Guide: https://go.brindleandbay.com/dabea9ab Article Referenced: https://corporate.vanguard.com/conten... ___________________________ We're a Frisco, Texas-based independent financial advisory firm serving individuals in several states nationwide. We're here to listen to your needs and guide you through the financial planning process. ___________________________ Any references to client experiences made in this video may be deemed to be indirect testimonials. They may represent hypothetical or composite of different clients we’ve worked with. Clients were not compensated for providing any testimonial statements. Advisory services are offered through Brindle & Bay Financial Advisors, LLC, an SEC-registered investment adviser. This content is intended for informational and educational purposes only and should not be considered personalized investment, tax, or legal advice. Viewing this content does not create an advisory relationship. We do not provide tax preparation or legal services. Always consult an investment, tax or legal professional regarding your specific situation. The strategies, case studies, and examples discussed may not be suitable for everyone. They are hypothetical and for illustrative and educational purposes only. They do not reflect actual client results and are not guarantees of future performance. All investments involve risk, including the potential loss of principal. Comments reflect the views of individual users and do not necessarily represent the views of Brindle & Bay. They are not verified, may not be accurate, and should not be considered testimonials or endorsements. ___________________________ ___________________________ CONNECT 🤝 Nick's Newsletter: https://go.brindleandbay.com/6b6a67a6 Facebook: https://go.brindleandbay.com/1ec7c27a Instagram: https://go.brindleandbay.com/73981939 Linkedin: https://go.brindleandbay.com/cd10ca3a YouTube: https://go.brindleandbay.com/910a8b3a ___________________________ CONTACT ☎ Website: https://go.brindleandbay.com/eb8ac9ac Phone: (214) 988-9178 Email: hello@brindleandbay.com DISCLAIMER Any references to client experiences made in this video may be deemed to be indirect testimonials. They may represent hypothetical or composite of different clients we’ve worked with. Clients were not compensated for providing any testimonial statements. Any references to client experiences are for illustrative purposes only. Actual client experiences will vary.