Pamela

Should James and Pamela consider doing Roth conversions at some point? If so, when should they consider doing it?

Financial Planning for Retirement Client Case For this assignment, use 2023 numbers. Write to your clients. Consider the questions below as a guide for different areas in the retirement plan you will address. Advise James on how much he should contribute to his 401k and IRA, if applicable. If he receives an employer match, how […]

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