
Roth IRA / Roth Conversion
Laurie Siebert, CPA, CFP®, AEP® discusses: “2020 – the year of the ROTH IRA and ROTH Conversion”
Laurie Siebert, CPA, CFP®, AEP® discusses: “2020 – the year of the ROTH IRA and ROTH Conversion”
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...
Laurie discussed: Bonds- What are they and how are they taxed?