Allen Cohen, Senior Retirement Consultant
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Allen Cohen is a senior retirement consultant at Commonwealth. With the firm since 2015, he provides technical and strategic business support for advisors working with individual IRAs, employer-sponsored IRA plans, and employer-sponsored qualified plans. Allen holds his FINRA Series 6 and 63 securities registrations.
Information about securities-registered professionals may be found at FINRA BROKERCHECK.Going Roth: Strategies to Maximize Savings for 401(k) Clients
From in-plan conversions to the mega backdoor Roth, here are the strategies you need to know to maximize retirement savings for your 401(k) clients.
Allen Cohen
06.26.19