Thanks so much for attending my presentations for the 2019 FPA Central Virginia / Richmond Financial Planning Forum!
Further Reading Materials:
- Roth vs Traditional IRA: The Four Factors That Determine Which Is Best
- Why A Roth Conversion May Be A Bad Idea Even If Taxes Are Higher In The Future
- IRS Notice 2014-54 Acquiesces On Splitting After-Tax 401(k) Contributions For Roth Conversion
- When A Roth IRA May Actually Be A Terrible Asset To Inherit
- To Roth Or Not To Roth – May 2009 Issue of The Kitces Report