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Financial Terms & Definitions
If talking about finances feels like trying to learn a foreign language, we're here to help. As your trusted financial planners and investment managers, we want you to understand the terms, acronyms, and jargon that may arise during your financial journey.
From Amortization to Zero-Coupon, we've got you covered.
Here's our glossary of financial terms in alphabetical order to get you started.

Roth Conversion

A Roth conversion is the process of moving assets from a pre-tax retirement account, like a Traditional IRA, 401(k), or 403(b), into a Roth IRA. You pay income taxes on the converted amount now, and the funds grow tax-free, and withdrawals in retirement are tax-free.

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