Summit Financial Planning Expert Quoted in U.S. News & World Report Article

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Trish Gildea, Senior Financial Planner was recently quoted in a U.S. News and World Report article, “6 Tax Tips Investors Need To Know”.

“If you planned to convert a specific dollar amount of your traditional IRA in 2016 and your underlying mutual fund prices have fallen since the beginning of the year, a greater number of shares will now move into the Roth IRA for that same dollar amount,” says Trish Gildea, senior financial planner at Summit Financial Corp. in Burlington, Massachusetts. “When the market recovers, your appreciation will now be realized in an account that can ultimately be withdrawn tax-free.”

Trish provides comprehensive financial planning services to individual clients and small business owners, in addition to conducting workplace education for 401(k) clients. Read Trish’s full bio.

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