Converting to a Roth IRA

In this Money Talks Minute, Bil Lako, CFP®, explains why our down market could be an opportunity to convert a traditional IRA to a Roth IRA.

Planning with a Highly Appreciated Asset

The “Henssler Money Talks” hosts provide advice for a couple of investors who have a highly appreciated asset that they want to reinvest now after watching it lose around 20% this year.