Mindy Neira

Principal and Wealth Manager at Modera Wealth Management
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As a Certified Financial Planner™ and Chartered Special Needs Consultant®, Mindy helps individuals and families who have planning needs centered around disability or other medical conditions. She works with individuals and their families to build and execute financial plans to help them achieve their financial planning goals. Mindy covers many areas of planning, including retirement planning, estate planning, tax planning, risk management and investment management.

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  • Assuming 100% of your Traditional IRA is pre-tax, the amount you convert is reported to the IRS as ordinary income. That amount then grows tax free within the Roth IRA with the caveat that any growth withdrawn in the first five years is subject to taxes.

    28 March 2022