- FREE WEBINAR -
SEPARATING CREAM FROM 
THE COFFEE
with Special Guest Matthew Jarvis
We Will Show You The Expert Methods for Handling FORM 8606 - Absolutely FREE!

Wednesday, Sep 22nd

@ 8:00AM PST, 11:00AM EST

Wednesday, Sep 22nd

@ 8:00AM PST, 11:00AM EST
** LIMITED AVAILABILITY - 200 SEATS WILL FILL FAST! **
What You Will Learn In This FREE Session:
Step 1: Learn How
Everyone knows about back-door Roth contributions. In this session you'll learn how great Advisors overcome the pro-rata rule on conversions to separate the Cream from the Coffee
Step 2: Have a Process
The details on this matter! Hear from an Advisor who is currently practicing about the process he uses to make sure this strategy is properly executed.
Step 3: Have a Partner
This is a strategy that often enters the realm of "we are going to work with your CPA to make sure everything gets done right". Learn how to collaborate effectively with that CPA AND stay tuned to the end for an exciting announcement from RTS
This FREE advanced training is limited so act now!
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