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Bethany Financial Planning
Articles, guides, and analysis from Perissos Private Wealth on bethany financial planning — a hub for everything we've published on this topic.
More on Bethany Financial Planning
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The Top Five Mistakes to Avoid for a Successful Backdoor Roth Conversion
December 27, 2025 6 min
Understanding the Concept of a Backdoor Roth Conversion: a strategy that allows individuals with high incomes to enjoy the benefits of a Roth IRA.
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Planning for the Five Big Tax Challenges in Retirement
January 7, 2025 5 min
Creating a retirement paycheck that generates the income you need while keeping you in the lowest possible tax bracket isn’t simple — but it is doable.
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10 Market Themes for Q2 2024
February 23, 2024 1 min
Market commentary from Perissos Private Wealth: 10 Market Themes for Q2 2024. Analysis of economic trends, asset class performance, and portfolio implications.
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10 Market Themes for Q4 2024
February 15, 2024 1 min
10 Market Themes for Q4 2024 from Perissos Private Wealth. Analysis of economic trends, asset class performance, and portfolio positioning ideas.