With Retirement Balances Down, a Roth Conversion May Make Sense
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate K.C. Smith, CFP®, CEPA, and Research Analyst Nick Antonucci, CVA, CEPA, to discuss a couple looking to make the best out of the depressed market by timing a Roth conversion. They cover the benefits and options investors have for conversion.