Insights

Rethinking those Roth IRA Conversions

By
No items found.
April 13, 2011
Share this post

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.

Opportunity in Active Fixed Income

David Damiani discusses why we’re exploring selective active fixed income strategies as we strive to enhance portfolio performance in today’s evolving market.

How Does One Big Beautiful Bill Impact You?

We share the provisions impacting financial plans, estate plans, and closely held businesses - and invite you to submit your own questions.

How Can You Build a Purpose-Driven Legacy?

In a presentation for the Institute of Classical Architecture & Art, Robert Balentine discusses how he strives to make a lasting impact for generations to come