Title

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

Department/School

Marketing

Publication Title

Journal of Financial Service Professionals

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.