easy · Certified Financial Planner General Principles
The Bergstroms have just met with a CFP professional after receiving an early retirement offer.
Following the CFP Board Practice Standards, what should the planner's most appropriate next step be?
- Calculate the projected tax on a full Roth conversion
- Recommend rolling the 401(k) to a traditional IRA
- Gather additional quantitative data and clarify goals
- Advise the client to elect Net Unrealized Appreciation (NUA)
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