Certified Financial Group
12-09-2015, 05:18 PM
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 (http://wealth.kiplinger.com/reader/kiplinger/is-a-roth-just-a-wolf-in-sheeps-clothing).
The article can also be accessed on our website at: Roth, a Wolf in Sheep (http://financialgroup.com/2015/11/02/roth-a-wolf-in-sheeps-clothing/)
Click here for more information on Joe (http://financialgroup.com/team/joseph-f-bert/). To schedule a meeting with Joe, please call 407.869.9800 or complete this form (http://financialgroup.com/our-certified-financial-planner-professionals-2/joseph-f-bert/schedule-a-meeting-with-joseph-f-bert/).
Joe Bert, CFP®, AIF®'s article was recently published in The Kiplinger. Click here to access the article (http://wealth.kiplinger.com/reader/kiplinger/is-a-roth-just-a-wolf-in-sheeps-clothing).
The article can also be accessed on our website at: Roth, a Wolf in Sheep (http://financialgroup.com/2015/11/02/roth-a-wolf-in-sheeps-clothing/)
Click here for more information on Joe (http://financialgroup.com/team/joseph-f-bert/). To schedule a meeting with Joe, please call 407.869.9800 or complete this form (http://financialgroup.com/our-certified-financial-planner-professionals-2/joseph-f-bert/schedule-a-meeting-with-joseph-f-bert/).