The Roth Conversion is a great strategy for shifting dollars from a retirement account with a future tax liability to one where the dollars will grow tax-free for the rest of your life. Should you consider doing a Roth Conversion, and is it possible to do too much? We're helping you answer those questions and more on this episode of Wise Money.
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Kevin Korhorn, CFP® offers securities through Silver Oak Securities, Inc., Member FINRA/SIPC. Kevin offers advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. KFG Wealth Management, LLC dba Korhorn Financial Group and Silver Oak Securities, Inc. are not affiliated. Mike Bernard, CFP® and Joshua Gregory, CFP® offer advisory services through KFG Wealth Management, LLC dba Korhorn Financial Group. This information is for general financial education and is not intended to provide specific investment advice or recommendations. All investing and investment strategies involve risk, including the potential loss of principal. Asset allocation & diversification do not ensure a profit or prevent a loss in a declining market. Past performance is not a guarantee of future results.
S3E16: Your Year-End Financial Checklist for 2017
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S3E14: Is auto-enrollment for your 401(k) helping you meet your retirement goals?
S3E12:The GOP Tax Plan
S3E13: Do You Need A Lot Of Money To Work With A Financial Planner?
S3E11: An Introduction to Special Needs Financial Planning
S3E10: Should You Own The Stock of the Company You Work For?
S3E9: The 7 Habits of Self-Made Millionaires
S3E8: Are You Ready For Your Medicare Decision?
S3E07: What Is Your Vision For Retirement?
S3E6: Will This Hurricane Season Impact Your Insurance Rates?
S3E5: Don't Make This FAFSA Mistake
S3E04: What To Expect (About Your Finances) When You’re Expecting
S3E03: Do You Have An Evidence-Based Investment Approach?
S3E02: Is It Wise To Buy Life Insurance Through Work?
S3E01: Your College To-Do List
S2E52: How Safe Is Mobile Banking?
S2E51: Ten Simple Sentences To Become Rich
S2E50: The Questions You Must Ask When Choosing A Financial Planner
S2E49: Should Your Investments Outperform the S&P 500?
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