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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Healing Through Connections Webinar

Healing Through Connections Webinar

We offer our Rise Up community an opportunity to gather in order to learn new tools, share experiences, grow, and heal. Join us for Healing Through Connections via Zoom from 6:00 - 7:15 pm EST on Thursday, January 27, 2022. The loss of a loved one is heartbreaking. No...

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