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Ayako Yoshioka CFA®, Senior Portfolio Manager at Wealth Enhancement Group was featured on the BBC World Business Report podcast in “Claudine Gay Down as Harvard President.” Tune in to hear her discuss Tesla and Apple, and 2024 interest rates so far. 

Ayako Yoshioka CFA®, Senior Portfolio Manager at Wealth Enhancement Group was featured on the BBC World Business Report podcast in “Claudine Gay Down as Harvard President.” Tune in to hear her discuss Tesla and Apple, and 2024 interest rates so far. 

One of the main goals we all share is to retire one day. However, many people have certain misconceptions that stand in the way of preparing for retirement. When planning for the day you no longer must work ever again, it is important to have the correct information for your situation.  

Many retirees are familiar with Roth individual retirement accounts (IRAs) and their advantages. But for those high-income earners who have decided against a Roth conversion, there may be some enticing benefits you have overlooked.