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Beacon Financial Strategies

Should I Consider a Roth Conversion?

In this presentation, Erin Campbell, CPA/PFS, CFP® discusses executing converting funds from an IRA to a Roth IRA (i.e. Roth conversion). She discusses everything from the reasons people should consider this strategy to the possible drawbacks.

Investments, Mid Career Professional, Pre-Retiree, Retiree, Retirement Planning, Web PresentationErin Campbell, CPA/PFS, CFP®October 12, 2020Roth IRA, Roth Conversion
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Beacon Financial Strategies' Market and Planning Update Webinar 4th Quarter 2020

Education, Estate Planning, Financial Planning, Investments, Mid Career Professional, Pre-Retiree, Retiree, Retirement Planning, Tax, Web PresentationChip Hymiller, AIF®, CFP®October 20, 2020financial planning, Retirement Planning
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Third Quarter Market Review

Mid Career Professional, Investments, Pre-Retiree, Retiree, Retirement PlanningChip Hymiller, AIF®, CFP®October 5, 2020Personal Finance, market turbulence, Stock Market

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Beacon Financial Strategies
7100 Six Forks Road, Suite 135,
Raleigh, NC, 27615,
United States
919-803-3801
Hours
Mon 9am - 4pm
Tue 9am - 4pm
Wed 9am - 4pm
Thu 9am - 4pm
Fri 9am - 4pm
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7100 Six Forks Road, Suite 135, Raleigh, NC 27615 | Phone (919) 803-3801
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Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.