Roth IRA Conversions

Roth Conversions - Heads or Tails? 

A current hot topic that is receiving a lot of attention is whether to convert to Roth IRA or not. The presentation link below is a 7 minute briefing on the salient points for Roth Conversions. If you are interested in having the full presentation for your organization (CE and CLE credits available) please give us a call.