Analyzing Potential Roth Conversions With eMoney

Feb 20, 2020 / By Debra Taylor, CPA/PFS, JD, CDFA
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Here we give you a deep dive on how we use eMoney to make the case for Roth conversions, which have become our go-to weapon in fighting back the onslaught of future taxes. Here is how we convince a client to pay taxes up front in exchange for a future benefit.

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