The Wise Investor Show

On this week’s show, The Wise Investor Group talked about considerations that will shape your decision-making: how you think about the taxes you pay on the amount of money you convert will likely shape whether or not you convert Traditional IRA money to the Roth IRA. Do you approach taxes from the Marginal (last dollar) standpoint, or Effective (average tax rate)? Which percentage is more salient to you? It matters! Join The Wise Investor Group each week as they provide current market commentary and delve into timely investment topics. To reach Greg Smith, call 571-203-1600. We manage investments for our clients. We'd be happy to help you plan your investment goals.