Volume 03 | April 17th, 2020
Roth IRA, Contribute or Convert
Today we want to let our clients and friends of the firm know that we have established a You Tube channel with 19 educational videos (more to come) and one video that introduces our firm, core beliefs and mission. Please feel free to browse the videos and subscribe to the channel. We greatly appreciate your help in raising our online profile. Thank you for your assistance.

The video we highlight today is on Roth IRAs and discusses the benefits and advantages of Roth IRAs. We feel this is relevant at this time, given changes made in the CARES stimulus act for IRAs and other Qualified Plans. There are numerous potential opportunities for Roth conversions, additional time extensions for making Roth IRA contributions, impact of the suspension of RMD requirements for 2020 and additional planning opportunities. As with anything when dealing with a set of complex rules and changes we cannot provide specific advise to your situation in a newsletter or brief video. If you would like to discuss your situation and any potential planning opportunities please feel free to reach out and talk to us.
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Securities offered through Cambridge Investment Research, inc., a Broker/Dealer. Member FINRA/SIPC. Investment Advisor Representative Cambridge Investment Research Advisors Inc., a Registered Investment Advisor. Cambridge and Altitude Financial Planning Inc. are not affiliated.