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Daily Archives: August 3, 2021

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  4. 03

What Inflation Means for Your Retirement

Nearing Retirement, Retirement, VideoBy Editorial TeamAugust 3, 2021

In our latest episode of Planning Priorities, Managing Associate K.C. Smith, CFP®, CEPA, explains how rising prices can affect those living on a fixed income in retirement and what it means for those who are seeking to retires in the next few years.

Roth IRA Conversion Seems Straightforward, but Devil is in the Details

Case Study, Featured, Nearing Retirement, Personal Finance, Retirement, TaxBy Editorial TeamAugust 3, 2021

Managing Associate D.J. Barker, CWS®, and Associate Michael Griffin, CFP®, joined by Chief Investment Officer Troy Harmon, CFA, CVA, examine the situation of a senior investor who wants to manage future taxes on her investments by converting a portion of her retirement funds to a Roth IRA.

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