Roth Conversions in a Down Market
In our latest episode of Planning Priorities, Managing Associate Jarrett McKenzie, CFP®, CWS®, explains the losses that many investors have experienced in their IRAs have created a prime opportunity for a strategy known as a Roth conversion.
In the News: Leaving your job? don’t forget to take your 401(k)
As seen in the Marietta Daily Journal, Bil Lako, CFP®, explains why his default recommendation is almost always to roll your 401(k) to your new employer’s plan.