In this guidebook, you'll learn about:

  • What a Roth IRA conversion is and when it makes sense to do it.
  • How to accelerate taxes into years when your bracket is at its lowest.
  • Why some people pay capital gains taxes they could have avoided.
  • How a Health Savings Account saves you, even
     when you’re on Medicare.
  • What it means to bunch deductions and how can it help you.
  • And more!*

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*This information is not intended to be a substitute for specific individualized tax advice. We suggest that you discuss your specific tax issues with a qualified tax advisor.

Wealth Enhancement Group is a Greater Minneapolis-based independent wealth management firm offering comprehensive and customized financial planning and investment management services. Established in 1997, Wealth Enhancement Group uses a team approach with a focus on simplifying their clients’ financial lives and has offices nationwide.