Retirement Mavericks

Roth Trade-Off Session

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Important disclosures. Retirement Mavericks is a marketing brand of Invita Financial, an insurance and financial services organization. This page is for educational purposes only and is not tax, legal, or investment advice, and is not a recommendation to buy or sell any product or to take any specific action. Neither Retirement Mavericks, Invita Financial, nor their representatives provide tax or legal advice. Consult your own CPA, tax professional, or attorney regarding your particular circumstances.

Tax law is subject to change. Individual results depend entirely on personal circumstances. Any insurance product discussed is subject to the terms, conditions, limitations, surrender charges, and fees described in its contract and disclosure documents. Guarantees are backed solely by the claims-paying ability of the issuing insurance company. Products are not FDIC insured, are not bank guaranteed, and are not deposits.

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