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Jan 28, 2021

In this episode Bryan Kuderna, Certified Financial Planner, discusses the Backdoor Roth IRA, a strategy for those who exceed Roth IRA income limits.  He also addresses the various tax consequences of other investment vehicles.

Kuderna is not a tax or legal advisor, please consult your advisors to discuss your particular...


Jan 15, 2021

We kick off 2021 reviewing the top new year's resolutions and where wealth management fits in.  Topics include budgeting advice, debt management, and more!