ROTH Conversion
Roth Conversions involve many factors. Robert Keebler, CPA, MST, AEP (Distinguished), provides a great flowchart to help simplify the complexities. As with all tax matters, your CPA quarterback this issue. Roth Conversion Flowchart
Roth Conversions involve many factors. Robert Keebler, CPA, MST, AEP (Distinguished), provides a great flowchart to help simplify the complexities. As with all tax matters, your CPA quarterback this issue. Roth Conversion Flowchart