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On episode 23 of the Investors First Podcast, Resource Consulting Group Co-Chief Investment Officer Frank Garcia, CFA, interviews Dr. Daniel Crosby, a licensed psychologist who provides a unique lens into decision-making around money.
Roth conversion questions are bubbling up with the concern that personal tax rates will be higher in the future. While we can’t predict when taxes may go up, they are certainly the lowest they’ve been in many years. So, it’s natural to wonder: What circumstances might make a Roth conversion beneficial? read more