Mar 30, 2010
Philanthropic Planning and the Roth Conversion: A symbiotic relationship.
As tax laws change and taxes rise, opportunities to create these symbiotic relationships will be crucial to preserving your wealth and maximizing your giving. Don’t miss your chance to take advantage of this unique opportunity. Consult with the professionals that you trust including your CPA, attorney and financial planner in order to make the most of the Roth Conversion and your charitable giving.