With the stock market significantly off from its highs of January and February 2020, many are starting to ask if this is a good time to do a Roth conversion. It might be. Yet there are so many factors to consider before doing a conversion.

In this video, Bill Harris walks you through how to think about if a Roth conversion is right for you.

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Joe NeJame joins WH Cornerstone Investments

Joe NeJame joins WH Cornerstone Investments

Joe NeJame is a Duxbury High School Senior and member of the future class of 2025 at Washington University in St. Louis, a medium-sized, private university in Missouri. He plans to double major in Strategic Management and International Relations. During his junior...

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