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Financial Advisor Omaha, NE

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1502 South 190th Plaza, Omaha, NE 68130

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2026
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October
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14

Day: October 14, 2026

Posted October 14, 2026

The Roth Conversion Window: Why Your Early Retirement Years May Be a Tax Opportunity

For many retirees, the first few years after leaving work bring something unexpected: a lower tax bill. The paycheck is gone. Social Security may not have started yet. Required distributions...

Mark R. Scherer, ChFC Financial Advisor

Location

1502 South 190th Plaza
Omaha, NE 68130

mail us

mark@markrscherer.com

phone

(402) 504-9500

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recent insights

The Roth Conversion Window: Why Your Early Retirement Years May Be a Tax Opportunity

Posted by Mark R. Scherer, ChFC Financial AdvisorOctober 14, 2026

The First Five Years of Retirement: Why Timing Can Matter More Than Returns

Posted by Mark R. Scherer, ChFC Financial AdvisorSeptember 20, 2026

The Silent Breakdown in Most Retirement Income Plans

Posted by Mark R. Scherer, ChFC Financial AdvisorAugust 25, 2026

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