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The Roth IRA Conversion Question

By Anderson Wozny
May 22, 2023
Financial Planning

Have you considered a Roth IRA conversion? Often times when these conversions are described, they are only presented in the most flattering light. While they can be a valuable planning tool (along with a way to perhaps save on taxes in the long-run), they aren’t the right answer for everyone. In case you’re not familiar,

Got Gas?

by Anderson Wozny
March 27, 2022

You are probably employing a rather risky investment strategy,…

What Goes Up…

by Anderson Wozny
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However, lumber (like everything else these days) has been rising…

What is rebalancing and why is it important?

by Anderson Wozny
March 9, 2022

You've probably heard the term rebalance. You may even have a…

One Month In

by Anderson Wozny
March 2, 2022

And so far Woz Cap fits It doesn't matter how much you think…

Investment advice offered through Stratos Wealth Advisors, LLC, a registered investment advisor. Stratos Wealth Advisors, LLC and Wozny Capital Advisors, LLC. are separate entities.

Investment advisory services are offered through Stratos Wealth Advisors, LLC, a registered investment adviser located in Beachwood, Ohio. www.stratoswealthadvisors.com.

Wozny Capital Advisors, LLC offers its financial services through Stratos Wealth Advisors LLC (“Stratos”), a registered investment advisor with the U.S. Securities and Exchange

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