Roth IRAs & Downhill Planning

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What you can expect:

In this guide, you’ll discover why downhill planning is one of the most crucial aspects of financial planning – and why it’s also one of the most frequently overlooked. Here’s a peek at a few of the things you’ll discover in our easy-to-read booklet:

What downhill planning is and why it’s crucial to your retirement

Why taxes might increase over the next few years

How a Roth IRA conversion now could save thousands in taxes later

Why you might consider a “back door” Roth IRA

And MUCH more!

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About Cyr Financial Wealth Advisors

At Cyr Financial, we rely on five core differentiators to help you achieve your goals:

Independent Fiduciary Advisors

A holistic financial model, managing your investments, insurance, taxes, retirement and estate planning

CPA firm with over 60 years of combined experience

Adherence to GIPS - the highest performance standards

Nationally Recognized Trademarked Investment Strategies


Christian J. Cyr, CPA

Ready to discover the importance of downhill planning?

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220 East High Street, Suite 102
Hennepin, IL 61327
(815) 925-7501 |

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Cyr Financial is a Registered Investment Advisor (“RIA”), located in the State of Illinois. Cyr Financial provides insurance and asset management and related services for clients nationally. Cyr Financial will file and maintain all applicable licenses as required by the various state securities boards, as applicable. We are not affiliated with the Social Security Administration or any other governmental agency. We do not provide tax or legal advice or services. Always consult with your own tax/legal advisors concerning your unique circumstances.

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The information and opinions contained in any of the material requested from this website are provided by third parties and have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed. They are given for informational purposes only and are not a solicitation to buy or sell any of the products mentioned. The information is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation.