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EDUCATION CENTER

When is the Right Time for a Roth Conversion?

"Imagine you are considering a Roth Conversion but aren’t sure if it’s the right move for you. Our latest YouTube video, “Is a Roth Conversion Right For You?” will guide you through this important decision. Hosted by Wesley Boudreaux from The Retirement Group, this video delves into valuable IRA strategies specifically tailored for corporate employees. Learn how converting some of your assets into IRA accounts can turn them non-taxable, potentially saving you a significant sum of money in the long run. Don't miss out on this opportunity to make well-informed financial decisions that can secure your future. Subscribe to our channel and stay updated with the latest financial insights and strategies. Your path to financial freedom starts here. #RothConversion #IRAstrategies #FinancialFreedom "

Learn More About Our Retirement Advisors & Support Team

tyson-mayvar

Tyson Mavar RICP®

SVP, Financial Advisor at Wealth Enhancement 

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Kevin Won CFP®, CRPC, CCPS, CTS

Senior Corporate Client Consultant | Corporate Clients 

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Neva Bradley CFP®

Senior Corporate Client Consultant | Corporate Clients 

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westley-boudreaux

Wesley Boudreaux

SVP, Financial Advisor at Wealth Enhancement 

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patrick-ray

Patrick Ray

SVP, Financial Advisor at Wealth Enhancement 

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kevin-landis

Kevin Landis CFP

SVP, Financial Advisor at Wealth Enhancement 

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Paul Bergeron (1)

Paul Bergeron MBA

SVP, Financial Advisor at Wealth Enhancement 

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Carlos Hernandez

Client Services Manager at Wealth Enhancement 

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Michael Corgiat ChFC

SVP, Financial Advisor at Wealth Enhancement 

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Brent Wolf CFP

SVP, Financial Advisor at Wealth Enhancement 

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Krista-Knittel

Krista Knittel

Senior Client Services Associate
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Ethan McDonald

Client Services Associate
Brendan-Wolf

Brendan Wolf

Client Services Associate

Mike Northfield

Associate CMO
Product Lead