Success in the New RetirementSuccess in the New Retirement
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The Retirement Tax Trap: What Most Miss

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What if your retirement plan is missing the one strategy that could keep thousands in your pocket? Damon Roberts and Matt Deaton break down the realities of taxes in retirement, the importance of tax diversification, and why timing matters for Roth conversions. Hear real stories, practical advice, and learn how small decisions can make a big difference for your financial future.

For more information or to schedule a consultation, call 480-680-6868 or visit www.successinthenewretirement.com!

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Success in the New Retirement

Retirement planning has changed dramatically, but a successful retirement is within reach! Financial 
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