Review Detail

Today's presentation on Roth conversions was very thorough and definitely useful information to most RIA and tax practices. Bob does a nice job of covering a variety of aspects of this technique and alerting attendees to the pitfalls one should be aware of. I think the slides were very useful and clear to understand. A few tips Bob suggested were very helpful to real-life client situations as always. Thank you Bob for continuing to educate the A4A community of advisors so efficiently.