A CPA’s Worst Nightmare: When it Makes Sense for Affluent Clients to Use Roth FIN-LYT by EWA

Did you know that a Roth may still make sense, even if you are in the highest tax brackets? Don't make the mistake of assuming pre-tax deferrals are your only option! CEO, Matt Blocki, and Lead Advisor, Jamison Smith, explain why and when using a Roth is still a smart decision for affluent clients.





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