Roth Conversions Part Two: Best Practices for Modeling in eMoney

Get ready for part two of our Roth Conversions conversation with eMoney’s Senior Business Analyst, John Costello! Learn what reports best illustrate Roth Conversions and other tips and tricks for seamlessly modeling them in-app. 

Please be advised that this podcast contains purely educational information, and nothing discussed may be construed as legal, tax or financial advice. Please consult a financial advisor for any financial investment or money management questions. All views or opinions represented in this podcast are solely the opinion of the speaker, and do not represent those of eMoney Advisor, LLC, or any of its affiliates.