In the world of retirement planning, few tools stir as much strategic debate as the Roth conversion. Converting pre-tax retirement assets from a traditional IRA or employer-sponsored plan into a Roth IRA can offer incredible long-term tax advantages—but it’s not without its risks.

Wealth Transfer Advisor Alaina Davalos and Financial Advisor Evan Kuykendall present an on-demand educational webinar designed to empower families with the knowledge and tools to build financial well-being across generations.

In high-net-worth divorces, it’s not enough to simply divide assets equally; what truly matters is the after-tax value and future financial implications of those assets. Many individuals believe they’ve received a fair share when they walk away from settlements, only to later discover they left with an uneven and often disadvantageous portfolio due to overlooked tax consequences.

Selling a business is a pivotal moment that can stir a range of emotions and bring positive and negative life-changing outcomes. As a business owner, it’s easy to lose sight of your own needs once the process begins.