In this update, Senior Portfolio Manager Scott Wyckoff, CFA, CFP®, and Director of Northeastern Ohio Market and Portfolio Manager Tony Kure, CFP® discuss why it's worth revisiting Roth Conversions today.
A transcript of the recording is available by clicking the box below.
Disclaimer: Johnson Investment Counsel does not provide tax, legal or accounting advice. This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.