Joe Kovach, CFP®, and Adam Stalnaker, CFP®, discuss current market conditions and review key considerations to keep in mind when evaluating Social Security and Roth conversions.
Joe Kovach, CFP®, Partner and Chief Investment Officer of Rockport Wealth Advisors, has completed advanced IRA and retirement-tax training with Ed Slott and Company, LLC, by attending the firm’s Spring 2026 workshop of Ed Slott’s Elite IRA Advisor GroupSM, held April 23-24 in Las Vegas, Nevada.
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