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Is Now the Time to Convert to a Roth IRA?

The reach of the recently enacted Tax Cuts and Jobs Act is far and deep, and even extends into the type of IRA you should consider:  regular or Roth? And if you have a regular IRA, should you convert it to a Roth IRA and when? Keep in mind that an investment in a regular …

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Gray Equity Management, LLC Financial Strategies Through the Decades Webinars

We’ll help set you on the right road! A free, no-obligation educational webinar series. As your life and career advance, your financial needs change. That’s why Gray Equity Management, LLC has created a series of “age appropriate” webinars that address specific concerns for people in their 20s, 30s, 40s, and 50s. During these 30-45 minute …

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About GEM

GRAY EQUITY MANAGEMENT, LLC PROVIDES WEALTH MANAGEMENT SERVICES THAT CAN HELP YOU KEEP THE PROMISES YOU MAKE TO YOURSELF AND YOUR FAMILY, FOR NOW AND IN THE FUTURE. About Gray Equity Management With achievement comes responsibility, and your financial success brings with it obligations, both external and self-imposed. You have made promises to yourself, to …

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