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IRAs

Converting to a ROTH? You May Want to Think Twice

By Mallon FitzPatrick, CFP April 27, 2022 - If clients know one thing about the difference between a traditional individual retirement account (IRA) and a Roth IRA, it’s typically that the former enables “tax-deferred” contributions while the

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Filed Under: Insights Tagged With: financial planning, IRAs, Mallon Fitzpatrick, Retirement, Roth

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San Francisco, CA 94105
p: (415) 500-6810
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Copyright © 2026 · Robertson Stephens

  • Who We Are
    • Our Story
    • Our Offices and Advisors
    • Our Firm
    • Our Board
    • Join The Team
  • What We Do
    • Our Four Pillars
    • – Independent Fiduciary
    • – Wealth Planning
    • – Investment Solutions
    • – Digital Solutions
    • Areas of Expertise
  • Insights
    • Thought Leadership
    • Weekly Commentary
  • News Room
  • For Advisors
  • Contact Us

(415) 500-6810

My Plan

My Portfolio