November 2, 2023 – Principal and Managing Director, Mallon FitzPatrick was featured in Financial Advisor Magazine discussing ‘How Advisors Can Help Clients Solve The Roth 401 (k) Puzzle.’ “The mega backdoor Roth can be a prudent strategy” FitzPatrick said. “Wait a month [after the initial contribution] and then move the funds.” Read the full piece here.
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