Episode 128: Roth Conversion in a Down Market

August 10, 2022 // By Melissa Joy, CFP®, CDFA®
Roth Conversion Podcast Episode 52 Pearls

Have you thought about converting your traditional retirement assets to a Roth IRA? Has the value of your traditional IRA gone down due to market volatility? In this episode, Melissa Fradenburg, CDFA®️ will discuss the conversion process as well as some considerations for those thinking about converting traditional retirement assets to Roth IRA assets.  You…

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Episode 83: What Proposed Tax Changes Could Mean for You with Hannah Near

September 28, 2021 // By Melissa Joy, CFP®, CDFA®
Episode 83: What Proposed Tax Changes Could Mean for You with Hannah Near

In this episode, Melissa Fradenburg and Hannah Near, CFP, ® CPA discuss the recently proposed tax legislation. With her master’s in accounting and experience in financial planning, Hannah offers valuable insight on how the proposed tax changes may affect various aspects of your financial picture. We will discuss potential changes to estate planning, retirement planning,…

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