Roth IRAs & Downhill Planning

arrow (2)
roth

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!

Get your copy Download This Offer

  • This field is for validation purposes and should be left unchanged.
arrow (2)

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

chris-cyr

Christian J. Cyr, CPA

Ready to discover the importance of downhill planning?

Get your instant download!

220 East High Street, Suite 102
Hennepin, IL 61327
(815) 925-7501 | admin@cyrfinancial.net

By submitting your personal information, you consent to be contacted by a financial professional regarding your financial strategy for retirement.

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.

Insurance guarantees are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to fees, surrender charges and holding periods.

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.

625486-5