Whether an investor benefits from converting assets within a traditional IRA to a Roth account may depend on the amount of time he or she plans to leave the assets invested, estate planning strategies, and his or her willingness to pay the federal income tax bill that a conversion is likely to trigger.
Advisor Benefits is honored to be selected as one of only two agencies in Washington State to be recognized for our hard work and commitment to clients during the Open Enrollment Period. Kris Lattimore of the Washington Health Benefit Exchange had this to say:
"The work that Washington Healthplanfinder brokers do every day is essential to the success of the Washington Health Benefit Exchange. The work that brokers have done educating and consulting clients on the changing face of healthcare is invaluable. Brokers across this state have done amazing work over the past three years. It is easy to say that brokers are directly responsible for the historically low uninsured rates we are currently experiencing in Washington State.