How much of my Rollover IRA should I convert to Roth to save on taxes?

Join CFP’s®️ Nancy Hecht and Joe Bert as they help our caller Phil as he decides what to do with his rollover IRA and Roth. What option would help him save the most on taxes? Listen in to find out from our friendly, expert fiduciaries!

Joe Bert (The Oracle of Orlando®) Discusses… on Fox 35 Orlando

Joseph F. Bert, CFP®, AIF®, Founder of Certified Financial Group, Inc., has been in the financial planning profession since 1976. He is also President of Certified Advisory Corp. Joe is a Certified Financial PlannerTM practitioner and a member of the Financial Planning Association where he served as its President and Chairman.

As a graduate of the Accredited Investment Fiduciary™ program, Joe is specially trained in investment fiduciary responsibility and portfolio management. He is an investment advisor representative of Certified Advisory Corp, a Registered Investment Advisor with the Securities and Exchange Commission, and has served as an adjunct faculty member for the College for Financial Planning headquartered in Denver, CO.  

In addition, Joe can be heard every Saturday on FM 96.5 WDBO at 9:00 a.m. hosting “On the Money”.  As an experienced and knowledgeable financial planning practitioner, he has affectionately been referred to as the -Oracle of Orlando®- by his weekly listeners and currently appears regularly on the FOX affiliate in Orlando, Fox 35 WOFL.  In addition to hosting the nationally syndicated TV program, The American Investor, he has appeared on Hour Magazine with Gary Collins as well as regular appearances on the CBS affiliate in Tampa, Channel 13, and the ABC and NBC affiliates in Orlando, Channels 9 and 2. Joe’s bi-weekly column has appeared in the Orlando Business Journal. He has been quoted in Orlando Magazine, the Orlando Business Journal, and The Wall Street Journal.

He was bestowed the Papal Order of Knight of St. Gregory the Great by the Vatican in 2008 in recognition for his service to the Church and the community.

Joe is married with three children and seven grandchildren.  He has also been an active member in the Central Florida community since 1975.

Joe’s professional licenses include: Life and Health Insurance and Variable Annuities license with the State of Florida.  

Disclaimer: Fee-Based Planning and Asset Management through Certified Advisory Corp, an SEC-Registered Investment Advisory Firm.

SEC registration does not constitute an endorsement of the firm. Certified Financial Planner Board of Standards Inc. owns the certification mark CFP®.

This website is for informational purposes only and does not constitute a complete description of our services. This website is not a solicitation or offer to sell securities or investment advisory services.

Visit the Company Website for Certified Financial Group, Inc to review the following information:

-States where are our various member firms are registered in to offer Securities.

-Web Disclosures

-Business Continuity Plan

-Code of Ethics

-Privacy Statement…(read more)

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