The SEP IRA has helped small business owners get more into their retirement plans at the last minute for years. But that usually leaves little room to maximize the Roth IRA contributions. In this video I’m talking about how to do a conversion AND rollover to maximize your retirement planning contributions.

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Are you ready for professional investment advice? We can help you with financial planning and asset management. Let us guide your investments to your financial freedom. START HERE

Our financial planning process is an ongoing relationship because as you grow, your financial plan grows with you. At Sickle Hunter Financial Advisors, we believe that saving and making sound financial decisions will help improve your life’s changing needs and objectives. Retirement, college planning, wealth building, social security, and career benefit packets are only a few of the financial decisions that you may face in your lifetime and we’re here to help guide you.

TRAVIS T SICKLE, CFP®, EA®, AAMS®, CRPC®, RICP®
CERTIFIED FINANCIAL PLANNER™

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Sickle Hunter Financial Advisors
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Tampa, FL 33606

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Information in this video is for educational and entertainment purposes only.
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