Friday, July 10, 2009

You know what they say about all work and no play....

Jack came to work on Thursday for the weekly office meeting and a quick tutorial by our summer intern on the ins and outs of the new 2010 Roth IRA conversion rules. As you can see, he was the consumate professional throughout the meetings, but there is only so much "work" a 3 month old can do. While mommy answered some client emails, Jack took his new knowledge on Roths and educated each and every one of the dangling toys on his playmat...just in case they thought they might be in a higher tax bracket in retirement and wanted to make the leap in 2010.





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