
Case Study: Roth IRA Conversions After Age 60
🌹J E Y J E Y 🌹
12 min
Business & Finance
Description
<p>Managing Associate D.J. Barker, CWS®, and Associate Michael Griffin, CFP®, joined by Chief Investment Officer Troy Harmon, CFA, CVA, examine the situation of a senior investor who wants to manage future taxes on her investments by converting a portion of her retirement funds to a Roth IRA. </p><p>Read the Article: <a href='https://www.henssler.com/roth-ira-conversion-seems-straightforward-but-devil-is-in-the-details'>https://www.henssler.com/roth-ira-conversion-seems-straightforward-but-devil-is-in-the-details</a> </p>
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Case Study: Roth IRA Conversions After Age 60
🌹J E Y J E Y 🌹