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Roth IRA / Roth Conversion

Original Air Date: May 27th, 2020

Roth IRA / Roth Conversion

Category: Retirement

Laurie Siebert, CPA, CFP^®, AEP^® discusses: “2020 – the year of the ROTH IRA and ROTH Conversion”

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Federal tax advice contained in this communication, including any attachments, is not intended or written to be used, and recommending to another party any transaction or matter addressed herein. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and federally registered CFP (with flame design) in the U.S.,which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements. Securities offered through Valley National Investments, Inc. - an independent broker/dealer and member FINRA and SIPC. www.FINRA.org www.SIPC.org