Check out the audio/video from our recent NorthStar Practice Management series webinar featuring Eric Harrell of PIEtech, Inc. and MoneyGuide Pro.

Roth Conversions: Who Should Make the Switch?

Roth IRA rules changed in 2010.  Hear Eric speak about:

  • Tax implications
  • Economic perspectives
  • Psychology behind the conversion
  • What you need to know to make a solid evaluation