Browsing by Subject "Financial advising"
Now showing items 1-1 of 1
Procedure to Determine the Optimal Roth IRA versus Deductible IRA Allocation (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 ...