Series 7 - General Securities Representative Exam
Preview Mode
A new client is meeting with you to determine if a Roth IRA or a Traditional IRA would be best for her situation. Which of the following would not be a factor when determining the suitability of one versus the other?
Expected tax bracket at retirement
A
Current income
B
Potential need for pre retirement withdrawals
C
None - all are factors
D
Explanations
All of these are factors when determining the best choice of a Roth IRA vs a Traditional IRA