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Roth IRA Conversion: Are You a Good Candidate?

August 27, 2013

Following is a link to a dated but informative Forbes article titled "Roth IRA Conversion: Are You a Good Candidate?"  The author, David John Marotta, provides a helpful introduction to the Roth IRA Conversion strategy, particularly for 2012.

Roth IRA Conversion: Are You a Good Candidate?


Elm Tree Capital provides financial planning and investment advisory services with a strong commitment to customer service.  If you have questions about a Roth IRA Conversion or other personal financial matters, do not hesitate to contact us by e-mail by clicking here or by calling us at 781.930.3003.