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.

You have to enter your email address to access the article. Fuhgetaboutit!

Here is another link to Joe's article that will not require en email address: Roth, a Wolf in Sheep