Kevin Roberts, CPA CFP(R), Author at Lifetime Wealth Design

November 24, 2021 By Kevin Roberts, CPA CFP(R)

Your Spouse Just Passed Away… What Should You Do?

https://www.youtube.com/watch?v=HVnMoODifVk&list=PLL20nH6s8O4BFGYDhpsV8RDzSE0hc_-bY&index=30&ab_channel=LifetimeWealthDesign …

November 2, 2021 By Kevin Roberts, CPA CFP(R)

How to Tax Efficient With Your Investments

https://www.youtube.com/watch?v=9fHHZy_GVzE&list=PLL20nH6s8O4BFGYDhpsV8RDzSE0hc_-bY&index=12&ab_channel=LifetimeWealthDesign …

October 18, 2021 By Kevin Roberts, CPA CFP(R)

When Does a Roth Conversion Make Sense?

https://www.youtube.com/watch?v=QgazMHiwI04&list=PLL20nH6s8O4BFGYDhpsV8RDzSE0hc_-bY&index=11&ab_channel=LifetimeWealthDesign …

Disclosure
Lifetime Wealth Design LLC is a registered investment adviser in the State of Kentucky. The adviser may not transact business in states where it is not appropriately registered, excluded or exempted from registration. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment advisory services. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein.

Kevin Roberts, CPA CFP(R)

Kevin Roberts, CPA CFP(R)

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