%20(1).png)
Rethinking those Roth IRA Conversions
.png)
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.
No items found.
Browse our collection of resources from trusted thought leaders.
Balentine experts offer their authentic take on the latest financial topics, including our exclusive market publications, news, community events, and more.
.png)
Trump Accounts: A Generational Investment
Trump Accounts enable families to starting start saving for their child’s future early – and benefit from the magic of compound interest
Shifting Your Mindset from Founder to Steward
In this Forbes Business Council article, Robert Balentine draws on his decades of experience advising business owners – and his own experience as an entrepreneur – to offer a practical framework for turning a successful business into a multi-generational legacy.
A Tribute to Bostic from a fellow Atlanta Leader
In a personal reflection on Raphael Bostic’s leadership, Adrian celebrates the economist, communicator, and community member who made Atlanta's civic life richer.
%20(1).png)