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Bryan and Shane Hopkins of Hopkins Wealth Management Group define what Roth IRAs are and how both Roth conversions and backdoor Roth conversions work. They explain how each has limits, the tax benefits and implications, and how these tools are not right for every situation. Bryan also shares about his day trip to California to visit a client and how he and Shane give special attention to each of their clients.

Schedule a complimentary consultation with Hopkins Wealth Management Group at hopkinswealth.com or call 208-510-6200 . And call or go online to learn about their seminar in Cedar Creek Inn in Brea, California on July 29th. Reserve your spot before they fill!

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Bryan and Shane Hopkins of Hopkins Wealth Management Group define what Roth IRAs are and how both Roth conversions and backdoor Roth conversions work. They explain how each has limits, the tax benefits and implications, and how these tools are not right for every situation. Bryan also shares about his day trip to California to visit a client and how he and Shane give special attention to each of their clients.
Schedule a complimentary consultation with Hopkins Wealth Management Group at hopkinswealth.com or call 208-510-6200 . And call or go online to learn about their seminar in Cedar Creek Inn in Brea, California on July 29th. Reserve your spot before they fill!
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It’s said that nothing in this world is certain but death and taxes. But why leave certainty up to chance? The right advice can point you in a freer, more informed direction.

That’s the goal of Money, Taxes, and Freedom, the financial planning podcast from Hopkins Wealth Management Group. Money, Taxes, and Freedom gives you the straight talk on the factors affecting your future, from developments in the tax code to shifts in the marketplace. Listen each week as Bryan and Shane Hopkins bring their unique perspectives on financial planning right to the palm of your hand. Tune in and free up your retirement!

It’s said that nothing in this world is certain but death and taxes. But why leave certainty up to chance? The right advice can point you in a freer, more informed direction.
That’s the goal of Money, Taxes, and Freedom, the financial planning podcast from Hopkins Wealth Management Group. Money, Taxes, and Freedom gives you the straight talk on the factors affecting your future, from developments in the tax code to shifts in the marketplace. Listen each week as Bryan and Shane Hopkins bring their unique perspectives on financial planning right to the palm of your hand. Tune in and free up your retirement!

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