News Articles by Jessica Persky Uncategorized To Convert or Not To Convert Pt. 2 Uncategorized To Convert Or Not To Convert Pt. 1 Uncategorized Gifting Vs. Inheriting Uncategorized Should I Downsize in Retirement? Uncategorized Roth IRA vs. Roth 401k Uncategorized SECURE Act 2.0 – Deal or No Deal? Pt. 2 Uncategorized SECURE Act 2.0 – Deal or No Deal? Pt. 1 Uncategorized Should I Borrow From My 401K? Uncategorized Tax Diversification Uncategorized 72(t) Payments, Yes or No? 1 2 Next