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Daily Archives: December 19, 2023

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The Retirement ‘Sweet Spot’: Benefits of Roth IRAs for New Retirees

Case Study, Featured, Nearing Retirement, Retirement, TaxBy Editorial TeamDecember 19, 2023

Managing Associate Jarrett McKenzie, CFP®, CWS®, and Associate Clay Norman, CFP®, join Chief Investment Officer Troy Harmon, CFA, CVA, to provide advice for an investor who is entering the “sweet spot” of retirement when one’s income taxes may be at their lowest level before they take required minimum distributions.

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