BobKamman
Level 15
a month ago
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I just emailed a client, "Sometimes I wonder what sin I committed, that God sent me clients with stockbrokers who are clueless about Roth IRA's. It happens a lot."
But I try to keep an open mind. Can you provide one example of when it was beneficial for a client to convert to a Roth? I can provide several examples of how IRA distributions are nontaxable because clients spend them on assisted living that qualifies as a medical deduction.