How the Roth IRA Tax Law Changes Can Benefit You

An interview with Baird’s Financial & Estate Planning Specialist


Tim Steffen Financial & Estate Planning Specialist			Mike Schroeder President of Private Wealth Management

Tim Steffen discusses the benefits of recent Roth IRA tax law changes with Mike Schroeder, Baird’s President of Private Wealth Management. They discuss the important factors investors should consider when contemplating a Roth IRA conversion, which may offer tax advantages to help investors maximize their wealth-building potential.

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