Journal of Financial Planning

October 2020  I  Volume 36  I  Number 10

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Journal in the Round: Roth IRA Conversions for 2020 and Beyond

OCTOBER 28, 2020   12:00PM (MDT)

Now more than ever, it is critical that financial planners identify smart tax tactics and tax planning strategies for their clients. Join October 2020 Journal of Financial Planning contributors William Reichenstein, Ph.D., CFA and James Lange, CPA, J.D. as they explore different Roth contribution and Roth conversion strategies as we near year-end 2020. This online roundtable conversation will be led by moderator and FPA volunteer Raymond Benton, CFP®.

Cover Story

How to Add Tax Alpha in Today’s Environment

by FPA Staff
Click here for article

Journal of Financial Planning

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