Just a Minute with Fenimore: “Fixed for Retirement”

JUST A MINUTE WITH FENIMORE:
“FIXED FOR RETIREMENT”

  • Discover: Fenimore’s goals for fixed income investing; what makes our research process distinctive; how we strive to mitigate risk; and how we partner with investors. 
  • This video is part of the “Just A Minute with Fenimore” series.
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What is a Roth Conversion?
Investor Education Series

What is a Roth Conversion?
Investor Education Series

In this short educational video Shaun Fagant, Shareholder Relations, clearly defines a Roth IRA Conversion.

If you would like more information about a Roth IRA Conversion, please watch our other video, “Roth Conversions” or contact us at 800.932.3271.

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Roth Conversions
Investor Education Series

Roth ConversionsInvestor Education Series

In this educational video on Roth IRA Conversions, Shaun Fagant, Shareholder Relations, breaks down this strategy that distributes pre-tax dollars (e.g., Traditional IRA, 401(k), 403(b)) into a Roth IRA for the potential for tax-free growth.

Here are some of the topics covered:

  • Basics of a Roth IRA
  • Introduction to a Roth Conversion
  • Advantages and Drawbacks to a Conversion
  • Frequently Asked Questions
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Thomas O. Putnam founded Fenimore in 1974 with two passions: conduct in-depth, firsthand, independent investment research and serve investors with excellence and integrity. Today Fenimore Asset Management, manager of the FAM Funds, is nationally recognized, yet locally rooted and independently owned. Decades have passed, but our approach endures.

Securities offered through Fenimore Securities, Inc. Member FINRA/SIPC,
and advisory services offered through Fenimore Asset Management, Inc.

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