Pittsburgh, PA
5.01 Review
We offer analysis and recommendations for multiple year Roth IRA conversions. Our long-term projections are informed by the combination of objective and situational factors specific to each individual. We not only use Roth IRA conversion software to make our recommendations, but also actual tax preparation software so we can optimize results and test the impact of different courses of action. We then recommend the best plan that is consistent with a client’s goals. At Lange Account Group, LLC, we offer our clients the option to be present when we “run the numbers” so they can understand what we did, as well as offer their own input and “what if” scenarios.
Services Provided
Estate Planning
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