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Client Review – Anderson Family
Annual review with focus on retirement timeline. Client interested in Roth conversion strategy for 2026. Updated risk tolerance to moderate.
- •Target retirement: 2029
- •Conversion amount discussed: $50k/year
- •Send Roth conversion analysis
- •Schedule Q2 review call
From: Anderson Family Review
Send Roth conversion analysis
Update risk profile in CRM
Review beneficiary forms
Schedule Q2 review
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