“This book gives great insights and information on the pros/cons of doing Roth Conversions. Craig presents the information as well as examples that are easy to understand even if you don’t have a finance degree!”
CB
"What a GREAT book!!! Every CPA and CFA should read and learn this and start giving these to all their clients. I wish I would have known all this and done a Roth Conversion when I was 50 or 60."
MA
"...if you want to retain the maximum amount of your retirement savings for yourself and your heirs, then this book will help you develop strategies to reach that goal"
LF
