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A Roth IRA conversion can be a great idea if you want to create tax-free income in retirement, but you’ll want to understand the trade-offs, especially the immediate tax consequences of converting.
Professional experience: Rachel was born and raised in North Carolina and started her career at Wachovia in retirement services and earned financial securities licenses. After earning her MBA from ...
Consider tax diversification: Maintain a mix of taxable, tax-deferred, and tax-free accounts (like Roth IRAs) to provide flexibility in retirement income planning.
Website. www .aicpa-cima .com. AICPA offices in Durham, North Carolina. The American Institute of Certified Public Accountants ( AICPA) is the national professional organization of Certified Public Accountants (CPAs) in the United States, with more than 428,000 members in 130 countries. Founded in 1887 as the American Association of Public ...
CPA American Institute of CPAs and Chartered Institute of Management Accountants Certified Internal Control Specialist: CICS Internal Control Institute: Certified Internal Control Professional: CICP Internal Control Institute: Certified Financial Planner: CFP: Certified Financial Planner Board of Standards: Certified Divorce Financial Analyst: CDFA
The State Auditor of North Carolina is a statewide elected office in the U.S. state of North Carolina. The state auditor is a constitutional officer responsible for overseeing and reviewing the financial accounts of all state government agencies. The auditor also conducts performance audits of state agencies, ensures state agencies' accounting ...
Rachel Johnson (R): “Rachel will continue the current treasurer’s good work of protecting and improving the North Carolina retirement system and working with lawmakers to find common solutions ...
Accounting. Certified Public Accountant ( CPA) is the title of qualified accountants in numerous countries in the English-speaking world. It is generally equivalent to the title of chartered accountant in other English-speaking countries. In the United States, the CPA is a license to provide accounting services to the public.