Journal of Financial Planning
October 2020 I Volume 36 I Number 10
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®.