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Roth Conversion

Home » Roth Conversion
 Is a Roth Conversion Right For you?

Is a Roth Conversion Right For you?

February 24, 2020

Is a Roth Conversion Right For you? Roth conversions are a hot topic right now with investors due to the Tax Cuts and Jobs Act of 2017 and the more recent changes to retirement planning with the [...]

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T: 541.382.4847 • F: 541.388.1124

395 SW Bluff Dr., Suite 200
Bend, Oregon 97702

Ascent is proud to be a independent advisory firm that has been a trusted financial advisor based in Bend Oregon since 2001. Our CERTIFIED FINANCIAL PLANNER™ professionals meet rigorous standards of education and experience. We offer personal, holistic financial planning, investment planning, and retirement planning. In addition, investment management and estate planning are important areas of service.

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