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You know that converting dollars from a traditional IRA into a Roth IRA can be an incredibly effective tax technique for many retirees. Roth conversions can help clients manage…

This session is intended to answer the question recently posed by a financial planner. What are some of the ways other financial planners have used a reverse mortgage with their…

Annuity industry veteran Scott Stolz will provide an excellent review of fixed and indexed annuities that covers important features, understanding the typical buyer, decisions to…

Is the recent inflation surge temporary or part of a large, sustained increase? Is the Fed making the right moves now? to keep inflation at their desired target.  Join…

This session features Medicare expert Melinda Caughill answering your questions. Noteworthy: Melinda received an excellent rating from 99% of the attendees from her first-…