Description: Berkshire Money Management is an independent investment advisory firm based in the Berkshires--Pittsfield, Lenox, Dalton, Great Barrington, Lee--of Western Massachusetts.
Ready to learn more about how Berkshire Money Management can help you meet your financial goals? Schedule a free, 15-minute, no-commitment call with one of our advisors right now.
Take the First Step
A client told me he had recently changed jobs and asked if I would roll over his 401(k)—into an existing Roth account. I asked if he knew whether his original 401(k) had been a traditional, or a Roth. Was he sure?