Roth Conversion Software
Is anyone using a software package that takes into account current and future tax rates as well as all of the usual information you would need to assess a client’s fitness for a Roth Conversion?
Is anyone using a software package that takes into account current and future tax rates as well as all of the usual information you would need to assess a client’s fitness for a Roth Conversion?
Submitted by Ruth Delaney on Fri, 2010-04-23 20:36