Original Air Date: June 4, 2022
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 who are looking to make the best out of the depressed market by timing a Roth conversion. They cover the benefits and options investors have for a conversion.
Read the Article: https://www.henssler.com/with-retirement-balances-down-a-roth-conversion-may-make-sense
