Review Detail

Not sure how to thank Bob (and Andy) enough for jumping on this before virtually anyone else did (the elimination of the stretch IRA). I believe that having another dedicated session merely to Roth IRA conversion planning would be a great idea. Today's webinar was very informative, despite containing dreadful news for many advisors of HNW clients. Bob hit a "home run" today with his presentation, both in terms of timeliness and quality of his materials and his wisdom. Thank you!