About this episode
Nathan discusses the importance of Roth IRA conversions and Required Minimum Distributions, along with the meaning of credentials in the financial planning industry.
In this episode, Nathan discusses the importance of Roth IRA conversions and Required Minimum Distributions. Also, on MoneyTalk, the meaning of credentials in the financial planning industry. Hosts: Donna Sowa Allard, CFP®, AIF® & Nathan Beauvais, CFP®, CIMA®, CPWA®; Air Date: 5/15/2026. Have a question for the hosts? Leave a message on the MoneyTalk Hotline at (401) 587-SOWA and have your voice heard live on the air! See omnystudio.com/listener for privacy information.
People in this episode
Hosts: Donna Sowa Allard, Nathan Beauvais
Topics covered
- Roth IRA conversions
- Required Minimum Distributions
- financial planning
- credentials
- investment strategies
Keywords
- Roth IRA
- RMD
- financial planning
- credentials
- investment
Mentioned in this episode
Organizations: Cumulus Providence
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