Broker Check

Media Features




Want to Do a Free Roth IRA Conversion and Be Charitable? Here’s How.

Want to do a Free Roth IRA Conversion and be Charitable? Here's how.

Ben Soccodato, CERTIFIED FINANCIAL PLANNERTM professional is featured in Barron's, a leading source of financial news, for providing insight on how to do a Roth IRA conversion and be charitable. 


Getting Ready to Retire? Here's a Planning Guide for the 5 Years Before Your Last Day.

Ben Soccodato, CERTIFIED FINANCIAL PLANNERTM professional provides Debbie Carlson from Barron's with insight on how to plan for your last five years before retirement.