Review Detail

Thank you Bob for another solid webinar and also for focusing solely on the Roth conversion issue today. It certainly helps greatly to devote the dedicated time and energy to this singular issue of Roth conversion (as you did previously with the charitable solutions to the SECURE Act a few weeks ago). This topic of Roth conversions is very important to many IRA holders and it's important for advisors to "speak up" and discuss directly with clients and their CPA/ attorneys/etc.,