Daily Finance, June 2, 2011
Paul Jacobs reminds investors about the flexibility of Roth IRA conversions.
About the Author
Paul JacobsClient Service Manager
Portfolio Manager
Chief Compliance OfficerPaul Jacobs, CFP®, EA, joined Palisades Hudson as an associate in Scarsdale in 2002. In 2006 he became a client service manager and transferred to Fort Lauderdale. In 2008 Paul moved to Atlanta, where he is presently the client service manager in charge, to establish the firm’s office there.
Paul graduated from New York University’s Stern School of Business with degrees in finance and accounting. He is a CERTIFIED ...View full profile
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