Truepoint hosted Webinar
To Roth or Not to Roth
John S. Evans, CPA, CFP® and Scott M. Barbee, CPA, CFP® address our clients in an hour long discussion on Roth IRA Conversions - Planning for New Opportunities. This session addressed the tax legislation effective 2010 and how to better understand if a Roth conversion is right for you.
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- For a PDF version of the presentation please click here
Speakers:
