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.
S1E25: Planning For Life’s Biggest Transitions
S1E24: Planning for College
S1E23: The Most Common Tax Mistakes
S1E22: Is an HSA a better Retirement account than a 401(k)?
S1E21: Making Sense of the Market Volatility
S1E20: Important Tax Breaks Restored For This Year
S1E19: KFG’s Investment Themes For 2016
S1E18: Estate Planning
S1E17: Top 10 Things To Consider When Preparing for Retirement
S1E16: Making Financial Goals
S1E15: Fed Interest Rates (Part II)
S1E14: A Year in Review
S1E13: Planning for College? Give Your Financial Aid a Jump-start.
S1E12: A Review of Life Insurance. What you need to know.
S1E11: Essential Principles of Finance
S1E10: The Ins and Outs of Health Savings Accounts
S1E9: How the New Budget Deal Affects Social Security and More
S1E8: Get Proactive with Your Taxes
S1E7: Insecure About Social Security?
S1E6: 401(k) Features You Need To Know
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