Roth IRA: Advantages and Pitfalls

SPEAKERS: SCOTT DITMAN, CPA/PFS , a Berdon LLP tax partner, devises creative wealth transfer, retirement, and estate planning strategies for high net-worth individuals. Blending individual, family, and business goals, he builds flexibility into the planning and advises on adjustments as financial conditions change. Tax partner MAURY GOLBERT, CPA, J.D., LL.M. works closely with the leaders of many prominent closely held businesses — developing tax-saving techniques to preserve and enhance personal net-worth and transfer business interests to future generations.

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