Making a Case for Roths as Part of a Retirement Planning Strategy
My friend and former partner, Don Settina, recently gave me his 50+ pages of notes after reading “Roths for the Rich” and asked me if I could create something he could give to participants – visual aids you might say 😉 – to help make a case for Roths as part of a retirement planning strategy.
I said yes so long as I could give them to my 401k Quarterbacks…
You’re welcome to edit and use with your clients if this is a strategy you use.