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Technical

When clients should open or convert to a Roth IRA

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David M. Barral, CPA/PFS | Free | AICPA | 01 Jul 2016 | Journal of Accountancy

Retirement plans & savings vehicles
Intermediate
Article

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This article addresses when and why a Roth account makes good sense, as well as best practices in the Roth conversion process.

Topics covered:

Tax: Technical: Individual income taxation : Specialized issues, Intermediate
Personal financial planning: Technical: Retirement planning: Retirement plans & savings vehicles, Intermediate

Technical

When clients should open or convert to a Roth IRA

Comments/Reflections

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