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Daily Archives: September 16, 2022

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Roth Conversions in a Down Market

Retirement, VideoBy Editorial TeamSeptember 16, 2022

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)

Featured, In The NewsBy Editorial TeamSeptember 16, 2022

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.

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