Analyzing Potential Roth Conversions With eMoney
Feb 20, 2020
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By Debra Taylor, CPA/PFS, JD, CDFA
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.