Brad Tinnon

Brad Tinnon

Roth Conversions in a Down Market? Think Again

My article on Roth Conversions in a Down Market was recently published on Advisor Perspectives, the #1 most-read electronic newsletter by financial advisors. Much was written about a strategic “opportunity” to do a Roth conversion when the coronavirus caused the stock market to decline over 30% between February and March 2020. The tactic was based on a tremendous tax savings that you would receive. But this is not always the case.

Brad Tinnon

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