Our experts also delve into a case study about an investor who can take advantage of a Roth IRA conversion to diversify the tax status of his retirement assets, but it would mean saving less to his children’s 529 Plans. Managing Associate K.C. Smith, CFP® discusses the pros and cons behind using Roth IRA funds as a dual retirement/college savings.
Our experts discuss a case study about matching investments with known expenses 10 years prior to your need, and how to structure a fixed-income portfolio.
During a divorce, a financial adviser goes from one client as a couple to two clients who are looking out for themselves. We explain in this week’s Marietta Daily Journal. Read the Article
Our experts discuss the fiduciary responsibility a financial adviser has when clients are going through a divorce.