Browsing by Subject "Financial advising"

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    • Procedure to Determine the Optimal Roth IRA versus Deductible IRA Allocation 

      Hull, John B.; Hull, Robert M. (Washburn University. School of Business, 2016-03-1)
      This paper offers financial advisors a spreadsheet application to solve the Roth IRA versus deductible IRA (RVD) allocation choice. Our algorithmic procedure requires advisors to input values for nine variables. An optimal ...