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MICHAEL MASTERSON

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RE: Accountant CPA reference in the Portland area to assist with optimizing Roth conversions

Posted By MICHAEL MASTERSON 12-13-2022 14:37
Found In Egroup: AAII Portland Chapter \ view thread
Chris,Thanks for your time and advice.Mike

RE: Accountant CPA reference in the Portland area to assist with optimizing Roth conversions

Posted By MICHAEL MASTERSON 12-12-2022 15:32
Found In Egroup: AAII Portland Chapter \ view thread
Andy,Thankyou very much for your response.Mike

Accountant CPA reference in the Portland area to assist with optimizing Roth conversions

Posted By MICHAEL MASTERSON 12-05-2022 13:24
Found In Egroup: AAII Portland Chapter \ view thread
My wife and I are both retired and have been AAII lifetime members for many years. We both have traditional IRAs resulting from 401K rollovers and have read several articles from the AAII archives regarding the benefits of Roth conversions. We have relocated to the Portland area and are seeking accounting ...