This week’s question applies more to those still living than to those who have recently inherited an IRA. The questions is “Can a Beneficiary of an inherited IRA Convert an Inherited IRA in to a Roth IRA?”

Daniel Crews addresses this tricky question in this week’s video.

Daniel graduated from the Georgia Institute of Technology with Honors in 2007, and he joined the Reed Financial Group family in 2011. His extensive knowledge in technology and analytics make him an invaluable resource as COO and in day to day operations of Reed Financial Group.

Daniel conducts client reviews and specializes in creating client reports, analyzing research providers, and he offers reporting software that allows clients to create customized spending and budget reports and balance sheets. Daniel enjoys conducting extensive research and analysis to optimize clients’ portfolios and to provide solutions specific to their goals and needs.

Outside of the office, Daniel enjoys golfing, watching football, Braves baseball, and spending time with friends and family.

To learn more about Daniel and the Reed Financial Group visit their website: www.reedfinancialgroup.net

Investment advisory services are offered through PCM Advisory, LLC dba Precision Capital Management, an SEC registered investment advisor. The firm only transacts business in states where it is properly registered, or is excluded or exempted from registration requirements. SEC registration is not an endorsement of the firm by the commission and does not mean that the advisor has attained a specific level of skill or ability….(read more)

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