Is a Roth Just a Wolf in Sheep's Clothing? Read more at http://www.kiplinger.com/arti
Forgoing a tax deduction today for a promise in the future is riskier than you might think.
Joe Bert, CFP®, AIF®'s article was recently published in The Kiplinger. Click here to access the article.
The article can also be accessed on our website at: Roth, a Wolf in Sheep
Click here for more information on Joe. To schedule a meeting with Joe, please call 407.869.9800 or complete this form.
Last edited by Certified Financial Group; 12-14-2015 at 12:16 PM.
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