- Should I make a Roth Contribution or a Roth Conversion?
- What effect would an IRA Contribution make?
- Is this a good year to take money from my IRA, and what will it cost me in taxes?
- Should I start Social Security now and what will the tax effects be?
These are just a few of the questions you should be asking yourself this time of year. We can help you answer these questions and more.
MONDAY JANUARY 20, 2020 FROM 6:00PM - 7:30PM
15350 SW SEQUOIA PARKWAY, PORTLAND, OR 1ST FLOOR CONFERENCE ROOM