Kickstart your Roth IRA planning TODAY!

I'm a CERTIFIED FINANCIAL PLANNER™ and owner of Bridgeview Capital Advisors, Inc. a Registered Investment Advisor based in El Dorado Hills, CA.

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Retirement planning and taxes can be confusing and intimidating. With my straightforward guidance, you can have a plan designed around YOU!

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• Pro-rata and aggregation rules
• IRAs with after-tax contributions
• Application of the 5-Year Rule
• RMD coordination issues
• Medicare IRMAA surcharge impact

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