Case Study: Roth IRA Conversions After Age 60

Henssler Money Talks
03/08/2021 12 min
Case Study: Roth IRA Conversions After Age 60

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Episode Synopsis

Original Air Date: July 31, 2021  Managing Associate D.J. Barker, CWS®, and Associate Michael Griffin, CFP®, joined by Chief Investment Officer Troy Harmon, CFA, CVA, examine the situation of a senior investor who wants to manage future taxes on her investments by converting a portion of her retirement funds to a Roth IRA. Read the Article: https://www.henssler.com/roth-ira-conversion-seems-straightforward-but-devil-is-in-the-details 

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