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  • Levine, Jacobs & Company, LLC, Member Offers Insight On Roth IRA Accounts
  • January 16, 2020
  • Charles Ott, CPA/MBA quoted on NJ.com.

    Charles Ott, CPA/MBA, Co-Managing Member, Levine, Jacobs & Company, LLC., was highlighted on NJ.com where he discussed a reader’s question, “I’m an RN in my late 30s and trying to be conscientious of retirement planning. I’ve read that all retirement income becomes taxable once you surpass $100,000, but what about Roth accounts? I’m trying to decide if New Jersey will give me a good deal or not taxwise.”

    According to Ott, “As the reader noted, a qualified distribution from a Roth IRA is excl...
  • View more at: https://www.1888pressrelease.com/levine-jacobs-company-llc-member-offers-insight-on-roth-pr-668620.html