Clients need help with complex financial planning matters such as efficient wealth transfer, tax and inflation risk, and sustainable income in retirement. Financial-planning experts Bill Cass and Chris Hennessey weigh in each week with a range of insights, tips, and legislative updates.
Is a Roth IRA right for your clients? Find out with Putnam’s Roth IRA Conversion Evaluator.
Putnam Investments, February 22, 2010
Putnam’s Roth IRA Conversion Evaluator is a quick and visual way to see if a Roth conversion might be right for your client. Answer a few questions and discover the range of options a Roth IRA conversion can provide. The benefit of knowing is a few easy steps away.
Please note: Your data will not be saved, compiled, or recorded in any way.