The Wise Investor Show

On this week’s show, the Wise Investor Group discusses how sometimes it's wise to think like a child and ask questions. You can learn a lot and improve your financial state by asking the right questions of the right people: 1) Does my Company offer an after-tax plan that is supplemental to my 401(k)? 2) It does? Can I convert it to the Roth while still in Service? 3) I can? Will you send me the form please? 4) Is my Company Match affected by HOW I contribute to my Retirement Plan? 5) Am I a candidate for the Roth IRA Conversion? 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.