This presentation was delivered in live webinar format in 2015. David’s comments have been edited for clarity and length.
by Gary Baker, President, U.S. Division at CANNEX Financial Exchanges and Curtis Cloke, CLTC, LUTCF, RICP
This presentation was delivered in live webinar format in 2015. Gary’s and Curtis’ comments below have been edited for clarity and […]
If you are one of the many financial/tax professionals who have been seeking clarity about converting after-tax amounts to Roth IRAs tax-free, IRS Notice 2014-54, issued September 18, 2014, provides welcome answers.
While there was never any question that […]
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