Rethinking those Roth IRA Conversions
Reuters interviewed Balentine’s David Damiani on the reasons for and against Roth IRA conversions in the article, “Rethinking those Roth IRA conversions.”
David Damiani, director of risk management at Balentine, an Atlanta-based wealth management firm that has a minimum client net worth requirement of $5 million, said he advised clients against conversions given the vagaries of determining investment performance and the uncertainties of tax law modifications.
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