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Winter PACPA Journal Article, by Laurie Siebert

December 19, 2017 | Press

Pennsylvania CPA Journal published a column by Laurie A. Siebert, CPA, CFP^®, AEP^® and Senior Vice President at Valley National Financial Advisors. The topic: Roth IRAs.

It’s common for questions to arise regarding your clients’ ability, eligibility, and desire to fun a Roth IRA during tax-filing time. But keep in mind that there are benefits beyond the obvious tax-saving opportunities that may require a more thoughtful approach.

READ THE ARTICLE: Roth IRAs Revisited, see page 11

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