Skip to main content

Posts

Showing posts with the label financialplannerforexecutives

6 Questions to Ask Before Making a Roth IRA Conversion

Converting some (or all) of your traditional IRA into a Roth IRA is tempting, but does it make sense? Here are six questions to ask before making a year-end Roth IRA conversion. BONUS: Be sure to watch until the very end for a special strategy only available in 2020! To learn more, visit our website: *** Free Guide *** #pranawealth #patrickking #rothira --- About Patrick King CFP® --- Patrick King is a fee-only financial advisor in Atlanta and the Founder of Prana Wealth. Over his career, Patrick has helped CEOs, all-star athletes, Grammy-winning artists, and many others build their wealth, retire sooner, and create a legacy. Patrick enjoys yoga, mountain biking, golf, travel photography, and Clemson football. Let’s connect: LinkedIn – PatrickBKing Facebook – @pranawealth Instagram – @pranawealth Twitter – @PranaWealth ---------- DISCLAIMER: This is a publication of Prana Wealth Management LLC. All opinions of the authors expressed herein are as of the date of publica