TITLE

Is the Roth Conversion Opportunity Being Scrutinized Adequately?

PUB. DATE
December 2009
SOURCE
Journal of Financial Planning;Dec2009, Vol. 22 Issue 12, p22
SOURCE TYPE
Academic Journal
DOC. TYPE
Article
ABSTRACT
The article examines the views of Edward F. McQuarrie, a professor at Santa Clara University's Leavey School of Business in California regarding on Roth conversion opportunity. It explores on the insights of the professor and stresses that McQuarrie thinks the opportunity as often misunderstood and over-sold. It further mentions that McQuarrie believes that some planners assumed several clients will find themselves in a higher tax bracket retirement.
ACCESSION #
46794653

 

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