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Personal Finance and Investing

progree

(10,901 posts)

2. A CPA might not be your best choice about a decision to do a Roth conversion

Reply to trixie2 (Original post)

Wed Mar 28, 2018, 09:14 AM

Mar 2018

or whether to contribute to a Roth vs. contribute to a traditional IRA / 401K / 403B

Just my experience....

CPA's are great accountants, and for dealing with tax issues related to a past decision, yes, they are great. But as for a Roth vs. Traditional IRA decision, you would be barking up the wrong tree. In most cases. There are exceptions.

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I could use advice from a CPA about a Roth IRA [View all] trixie2 Mar 2018 OP

PM me ALBliberal Mar 2018 #1

A CPA might not be your best choice about a decision to do a Roth conversion progree Mar 2018 #2

Well, what's the question? A HERETIC I AM Mar 2018 #3