Should I Do a Roth Conversion This Year?
Watch: Planning & Investing Outlook Webinar
The year ahead will bring change in tax rules, markets, and planning considerations.
Watch now to learn:
- Planning priorities for the year
- Upcoming tax changes from the One Big Beautiful Bill Act
- Managing portfolio concentration
- Market opportunities and risks
Speakers:
- Christopher Petrosino, CFA®, Managing Director, Investment Policy Group, Manning & Napier
- Cathy Pereira, CFP®, CDFA®, Senior Financial Consultant, Manning & Napier
- Dana Vosburgh, CFP®, Managing Director, Advisory Services, Manning & Napier
Read: Annual Outlook 2026 for Individuals & Families Publication
As we move into 2026, the environment calls for intention over reaction and planning over prediction. Get your financial plan and portfolio ready with these insights.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
CFA® and Chartered Financial Analyst® are registered trademarks owned by CFA Institute.
