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Darcy Bergen

Financial Adviser

Blog posts February 2024

Maximizing Retirement Savings: The Backdoor Roth Conversion Strategy

The backdoor Roth conversion strategy presents an enticing opportunity for high-income earners looking to supercharge their retirement savings while minimizing tax liabilities. This method allows individuals to bypass income limits and contribute to a Roth IRA, unlocking its tax advantages regardles…

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The Key to Success with Money Management International

In a world where financial stability often feels like an elusive dream, organizations like Money Management International (MMI) stand out as beacons of hope. MMI is a non-profit agency dedicated to empowering individuals and families to achieve financial wellness through a range of services, from de…

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