A Real-Life Deathbed IRA Conversion Story
Based on a true story, Jim tells his audience why he recommended a $1 million Roth IRA conversion to a man on his deathbed. A bonus of the estate was a substantial estate and inheritance tax reduction.
Based on a true story, Jim tells his audience why he recommended a $1 million Roth IRA conversion to a man on his deathbed. A bonus of the estate was a substantial estate and inheritance tax reduction.