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The clock is ticking on key IRA strategies before the tax landscape shifts. ⏰

While some tax brackets are now permanent, the new tax law introduced powerful but temporary benefits.

This creates a unique window of time to make strategic moves, like Roth conversions, at a potentially lower effective tax rate.

Don't miss out. Our latest video covers the last-minute decisions you should consider for your IRA.
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Investment advisory services offered through Modern Wealth Management, LLC, an investment adviser registered with the SEC.

The views expressed represent the opinion of Modern Wealth Management an SEC Registered Investment Adviser. Information provided is for illustrative purposes only and does not constitute investment, tax, or legal advice. Modern Wealth Management does not accept any liability for the use of the information discussed. Consult with a qualified financial, legal, or tax professional prior to taking any action.