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Daily Archives: December 20, 2022

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Converting to a Roth IRA

Retirement, VideoBy Editorial TeamDecember 20, 2022

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

Case Study, Charitable Giving, Estate, Featured, TaxBy Henssler FinancialDecember 20, 2022

Senior Associate Michael Griffin, CFP®, Senior Financial Planner Josh Weidie, CWS®, and Chief Investment Officer Troy Harmon, CFA, CVA, 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.

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