Jay Abolofia, PhD economist, CFP, and President of Lyon Financial Planning, joins Larry to discuss your ticket to potentially major lifetime tax savings. It's MaxiFi's Roth Conversion Optimizer. The Optimizer is a powerful new addition to MaxiFi Planner. Read the Full Post or watch the video below.
Larry and Jay Abolofia Demo MaxiFi's Roth Conversion Optimizer Print
Modified on: Mon, 9 Dec, 2024 at 12:33 PM
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