Good Financial Reads: Roth Conversion Haze

Published on January 31, 2025
Good Financial Reads: Roth Conversion Haze

Should You Do a Roth Conversion Before the (Possible) Expiration of TCJA in 2026?

by Meg Bartelt, Flow Financial Planning

Continue reading on website
Other news

Father-Son Lifetime Bar Suit Heats Up: SEC Roundup

January 31, 2025
Former SEC attorneys representing the two talk about their groundbreaking lawsuit challenging SEC enforcement practices.      Related StoriesHow Everyday Americans Would Fix Social SecuritySocial Security Fairness Act Benefit Increases Could Take a Year: SSASEC Launches Crypto Task Force

Creative Planning's Peter Mallouk Builds $11B Fortune on Goldman, TPG Deals

January 31, 2025
When Mallouk took over Creative Planning more than two decades ago, its clients numbered in the dozens. In September, TPG acquired a minority stake in a deal that valued the RIA at $16 billion.