Using Roth conversions of legacy retirement plans to fund special needs planning

Authors

Lewis Hershey, Eastern Michigan University
Annemarie Kelly, Eastern Michigan University

Document Type

Article

Publication Date

2019

Publication Title

Journal of Finance Service Professionals

Comments

L. Hershey is a faculty member in EMU's Department of Marketing.

A. Kelly is a faculty member in EMU's School of Health Sciences.

Recommended Citation

Hershey, L., & Kelly, A. (2019). Using Roth conversions of legacy retirement plans to fund special needs planning. Journal of Financial Service Professionals, 73(2), 80–88.