Review Detail

As Andy said, this was packed with great information and strategies on Roth conversions as well as a view of both the CARES act and the SECURE act which dovetailed with the concept of Roth conversions as they relate to the 2020 waiver of RMDs. Very solid information which can be used in everyday advising and set the advisor apart from others who are not as well informed. I also like the idea of asking the client to get a second opinion when his/her own CPA balks on these ideas. Bob is right. Thank you.