Roth IRA Conversions

Dean A. Barda, CFP®

December 11, 2020

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Office: (530) 272-1345

565 Brunswick Road

Suite 8

Grass Valley, CA 95945

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Apple and Associates is a Registered Investment Advisor registered with the state of California.

These web pages should not be construed as an offer to recommend or sell securities, insurance or advisory services in any state in which the above individual is not licensed and/or registered to do so.

Daniel Apple's insurance license number: 0675786

Dean Barda's insurance license number: 0M03062

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In connection with providing investment products, financial advice, or other services, we obtain nonpublic personal information about you, including:

Information we receive from you on the new account form and account applications;
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We will not disclose information regarding you or your account with us except under the following circumstances:
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