How can I access advice about Roth conversions and tax strategies in retirement through Boldin?
Boldin offers a structured process for individuals seeking fiduciary advice on Roth conversions and tax strategies in retirement. This process involves engaging with Boldin Advisors through a Discovery Session. Below is a detailed overview of the steps involved:
Overview of Coaching and Discovery Sessions
Boldin Coaches are available to guide you through the features and setup of your retirement plan. However, for specific fiduciary advice on Roth conversions and tax strategies, Boldin Advisors provide specialized services. The first step to accessing these services is attending a Discovery Session.
What is a Discovery Session?
A Discovery Session is a group event designed to introduce you to the services offered by Boldin Advisors. These sessions last approximately 30 minutes and provide an opportunity to:
Learn about the range of advisory services available.
Ask questions about Roth conversions, tax strategies, and other retirement planning topics.
Understand the next steps for engaging with Boldin Advisors.
What Happens After the Discovery Session?
After attending a Discovery Session, you will receive a follow-up email containing:
Detailed information about the services offered by Boldin Advisors.
Pricing details for the advisory services.
A link to schedule a personal sign-up session if you decide to proceed with engaging Boldin Advisors.
This structured approach ensures that you have all the necessary information to make an informed decision about your retirement planning needs.
Additional Resources
For more information about Boldin Advisors and their services, visit the following link: Boldin Advisors. By following these steps, you can access expert fiduciary advice tailored to your retirement planning needs.