Regional Vice President of Sales The Retirement Plan Company
|
Loan & Distribution Specialist AimPoint Pension
|
Bates & Company, Inc.
|
AimPoint Pension
|
Compass
|
Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
|
“BenefitsLink continues to be the most valuable resource we have at the firm.”
-- An attorney subscriber
When Roth Conversions Are the Right Move -- and When They Aren't
Kiplinger Jan. 15, 2021 "Among those who should consider converting to a Roth are: Anyone who feels that when they retire they will have income that puts them in a higher tax bracket than their current bracket.... Anyone between the ages of 60 to 72 who is retired and on a limited income of Social Security.... Investors like the couple I am working with who want to leave a tax-free legacy behind for their heirs." |
Please click here to report this link if it is broken (for example, if you see a "404 File Not Found" error message after you click on the linked news item's title). |
An important word about authorship: BenefitsLink® created this link to the news item, but we are not the news item's author (unless expressly shown above). |