Thursday, July 21, 2016

When clients should open or convert to a Roth IRA


"Thus, Roth accounts can provide value and flexibility for the client, but only if they are established and maintained in the most advantageous way. With the right tools and approach, CPA advisers can analyze clients' circumstances, needs, and resources to fashion a retirement plan that may, if indicated, make use of a Roth IRA, either through regular contributions or a conversion.   "

rest at

No comments:

Post a Comment