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Title: Roth Conversion “Strategies and Analysis”
Description: In this workshop we will analyze whether a traditional Roth conversion really makes sense for a variety of sample clients (case studies). We will then discuss these same clients and how a tax strategy, coupled with the Roth Conversion, may dramatically improve the analysis. Often, the result, hands down, is to do a conversion….
Start Time: 6:00
Date: 2011-05-10
End Time: 7:30