Review Detail

Thank you, Bob, for the excellent presentation today on the Roth advanced planning. The review of the basics, plus additional new points not discussed in previous webinars, lends itself to a solid learning experience. Some of the questions today are very case-specific and are difficult for Bob to answer accurately, as not all of the fact pattern is clear. Slides are presented in a helpful manner but are sometimes sped through given the time limitations. Nevertheless, the teaching style Bob uses is great.