Roth conversion opportunities with Kyle Deal

    | December 18, 2020

    Kyle explains what a Roth conversion is and why it might be a great opportunity for you.

    Kyle Deal Vlog2_1

     

    Keal Deal, CFP®

    Kyle has been a member of the Telemus team since February of 2020. As an Associate Financial Life Advisor, Kyle helps his clients develop a strategy for their financial success by providing advice in various areas of planning including estate planning, taxation, college planning and retirement income distribution. He uses a holistic planning approach while working with a diverse set of clientele.

    Keal Deal, CFP®

    PAST PERFORMANCE IS NOT A GUARANTEE OF FUTURE RESULTS. Investment decisions should always be made based on the client's specific financial needs, goals and objectives, time horizon and risk tolerance. Current and future portfolio holdings are subject to risk. Risks may include interest-rate risk, market risk, inflation risk, deflation risk, currency risk, reinvestment risk, business risk, liquidity risk, financial risk, and cybersecurity risk. These risks are more fully described in Telemus Capital's Firm Brochure (Part 2A of Form ADV), which is available upon request. Telemus Capital does not guarantee the results of any investments. Investment, insurance and annuity products are not FDIC insured, are not bank guaranteed, and may lose value.

    New call-to-action
    New Call-to-action