Roth IRAs Transformed By New Tax Rules & Low Rates

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41 reviews with 5 stars

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5.0

Good. Some slides need to be updated. Also some of the calculations were in such a small font I had to log on to my computer with the larger monitor so that I could read them (that's why I was logged in twice, just so I could see. I do not want to pay $600 to get copies.)

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5.0

Tax planning theory is only that unless it can be put into practice. I would recommend including at least some way to put this into practice, such as suggesting what software to use or who to consult with. There are way too many moving parts to tax law to only talk about it. The discussion needs to have some way of practicing application. I'm using Income Solver exactly for these purposes, but I'm always curious what else is on the market.

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5.0

very important information

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41 results - showing 1 - 5