
All Things Roth
Laurie Siebert, CPA, CFP®, AEP® discusses: “Roth IRAs, converted ROTH IRAs and ROTH 401ks – understand the differences and your options.”
Laurie Siebert, CPA, CFP®, AEP® discusses: “Roth IRAs, converted ROTH IRAs and ROTH 401ks – understand the differences and your options.”
Laurie and her guest Joe Goldfeder, Certified Financial PlannerTM and Financial Advisor at Valley National...
Laurie and her guest Bill Henderson, Chief Investment Officer at Valley National Financial Advisors...
Laurie and her guest Jonathan Ritter CPA, CFP discussed: Tax Changes- The Secure Act...