Thanks so much for coming to my presentation for the FPA Minnesota 2015 Symposium!
Presentation Materials
Click the links/images below to download a copy of the presentation materials:
Further Reading/Materials:
Price Saliency, Value Saliency, and Getting Paid For Shadow Work
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