Roth Conversions – Does it “cost” you an opportunity?
Have you heard about the opportunity cost argument against Roth conversions? Some believe there is a lost opportunity cost by doing a Roth conversion because they argue that the funds used to pay the conversion tax could have been otherwise invested and that the investment return opportunity is lost. Well, we’re here to dispel this…
Time Matters, Not Timing (From the desk of David Richmond)
I saw this graph from Brian Feroldi that I thought was worth sharing: One doesn’t know on a particular day or week if the market is going up. And while history isn’t guaranteed to repeat itself, if it is any guide, we know the longer you let the markets work, the more consistent the potential outcome. …
Let’s Get Started
Fill out the form below to schedule your one-on-one meeting with Richmond Brothers. During this meeting, we’ll aim to get to know who you are and what you want out of retirement.
