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Mike Heatwole, Certified Financial PlannerTM and Founder of The Dala Group, will provide strategies to optimize retirement savings using 401(k)s and IRAs. These strategies can often provide tax advantaged savings opportunities beyond the standard IRS contribution limits.  Strategies discussed will include opening a Roth IRA for teens, making IRA contributions for a non-working spouse, back-door Roth IRA contributions, mega back-door Roth IRA contributions, Roth IRA conversions, and Qualified Charitable Distributions.

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