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When clients should open or convert to a Roth IRA Logo aicpa

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

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