Strategies matter. It's not what you make, but what you keep that counts!

1099's tell investors how much in capital gains they need to add to their annual tax return.

Listen and learn to find out what causes these gains and how you can minimize them.
Hint- Mutual funds are NOT tax efficient.

Fortune Financial Group Website

Schedule a meeting link

Brad Rosley, CFP® and Cris Kalivas, CFP®  discuss why it's a great time for many people to convert a portion of their Traditional IRA or IRA Rollover to a Roth IRA.

Learn about the:

• Tax benefits
• Liquidity options
• Tax diversification

Fortune Financial Group Firm website: https://fortunefinancialgroup.com
Blog: https://bradrosley.com
Youtube: https://www.youtube.com/c/BradRosley/videos

Click Brad Rosley's Book Beyond Money on Amazon: https://www.amazon.com/Beyond-Money-Timeless-Financial-Wellness/dp/1720678669/ref=sr_1_1?keywords=brad+rosley&qid=1639687515&sr=8-1