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Rethinking those Roth IRA Conversions
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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.
Read the full article "Rethinking those Roth IRA Conversions" here.
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Balentine Becomes A Third-Generation Family Firm
With Emily's election to Partner, our firm leadership reflects the spirit of multigenerational stewardship we seek to help our client families cultivate.
Michael E. Pearson Elected Principal
Mike will help shape firm strategy, strengthen collaboration, and guide teams through an increasingly complex regulatory landscape.
Emily Balentine Barbour Elected Partner
Emily's lived experience and deep passion for client service uniquely position her to drive the firm’s next phase of growth.
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