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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 Targets Entrepreneurs with Acquisition of Alpharetta Firm
Balentine has acquired Alpharetta-based Valuation Growth Advisory and named its founder, Tom Matthesen, Head of Business Advisory within its family office solutions group.
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$9bn Atlanta RIA Balentine Buys Business Advisory Firm
Tom Matthesen, founder of Valuation Growth Advisory (VGA), joins Balentine as Head of Business Advisory.
Balentine Expands Business Advisory Capabilities With Acquisition of Valuation Growth Advisory
Tom Matthesen joins as Head of Business Advisory, expanding Balentine's distinctive approach to serving entrepreneurs and business owners.
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