Broker Check

7125 East Shea Boulevard
Suite #103
Scottsdale, AZ 85254

LinkedIn

DKS Advisors

(480) 999-4292

 

Tax Alpha: A Roth Gotcha

Welcome to another installment of our Tax Alpha Video Series. This time around we’re focusing on one particular “gotcha” that can wreak havoc with a Roth IRA conversion...