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Sep 11, 2017

When Are Roth Conversions Right for Clients?

Roth IRA conversions can be a great strategy for many clients, but the approach is not right for everyone. Tami Noll Russo, CPA, CFP, of Noll Financial Services in Middletown, Pa., discusses the benefits of Roth conversions, addresses the myths surrounding them, and shares a story of how she helped a client.

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By: Jim DeLuccia, PICPA Communications Manager

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