Review Detail

Bob must have a different definition of the 99% than I have. 99% in net worth is over $11million dollars, 90% of net worth is at $1.2million, much of what was discussed today was for the 95% to 99+% group, with the exception of Roth conversions. Take it that there's not much for those with W-2 income in the $100k to $300k range, but no access to NQ plans to do - and that's my client base.