@M-MTax wrote:
@Opus 17 wrote:
Looks like Roth is the way to go. Or am I missing something?
Yes; age, risk tolerance, personal, including financial, situation.
In this case, we can assume the person is comfortable on their own income, and wants the lowest tax strategy that preserves the money for their own retirement. Risk tolerance can be dealt with once the money is in the correct instrument.
