A Roth IRA conversion can be a powerful way to secure tax-free income in retirement. We’ll help you weigh the costs and long-term benefits before making a decision. Call 818-435-4555 or email david@shidoosh.com to see if this strategy fits you. #RothIRA #ConversionStrategy #TaxFreeIncome #RetirementPlanning #WealthClarity
Investment Advisory Services offered through Shidoosh Wealth Management LLC, a Registered Investment Advisor. Investing involves risk including the potential loss of principal. No investment strategy can guarantee a profit or protect against loss in periods of declining values. Opinions expressed are subject to change without notice and are not intended as investment advice or to predict future performance. Past performance does not guarantee future results. Consult your financial professional before making any investment decision. This information is designed to provide general information on the subjects covered. It is not, however, intended to provide specific legal or tax advice and cannot be used to avoid tax penalties or to promote, market, or recommend any tax plan or arrangement. Please note that Shidoosh Wealth Management and its affiliates do not give legal or tax advice. You are encouraged to consult your tax advisor or attorney. Annuity guarantees rely on the financial strength and claims-paying ability of the issuing insurer. Any comments regarding safe and secure investments, and guaranteed income streams refer only to fixed insurance products. They do not refer, in any way to securities or investment advisory products. Fixed Insurance and Annuity product guarantees are subject to the claims‐paying ability of the issuing company and are not offered by Shidoosh Wealth Management LLC.
SWM is not affiliated with any social media channels. SWM does not expressly or implicitly adopt or endorse any of the expressions, opinions, or content posted by followers or any third parties on any of our social media channels, including Facebook, Instagram, LinkedIn, etc. SWM does not control, serve, adopt, or endorse any advertising, messages, or content that any social media channels may publish on its site or on SWM’s social media channels. No part of our social media channels is intended to make a recommendation or state a testimonial for or about a security, service, or product, nor to provide investment, tax, or any other advice. By opting into SMS from a web form or other platforms, you agree to receive SMS messages from Shidoosh Wealth Management LLC. This includes SMS messages for appointment scheduling, appointment reminders, post-visit follow-ups, and billing notifications. Message frequency may vary. Message and data rates may apply. For more information, please see our privacy policy at https://www.shidoosh.com/privacy-policy.
Shidoosh Wealth Management LLC © 2025
