Using in-service retirement plan distributions with Roth conversions to fund special needs planning

Authors

Lewis B. Hershey, Eastern Michigan University
Annemarie M. Kelly, Eastern Michigan University
Christina N. Marsack-Topolewski, Eastern Michigan University

Document Type

Article

Publication Date

2022

Publication Title

Journal of Financial Service Professionals

Comments

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

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

C. N. Marsack-Topolewski is a faculty member in EMU's School of Social Work.

Recommended Citation

Hershey, L. B., Kelly, A. M., & Marsack-Topolewdki, C. N. (2022). ‪Using in-service retirement plan distributions with Roth conversions to fund special needs planning. Journal of Financial Service Professionals, 76(2), 49–58.