Latest / Financial Fortitude: Tax, Wealth & Investment Strategies for High Income Earners
The Roth Opportunity Hiding in the Market Meltdown - E20
Market corrections can be unsettling, but for savvy investors, they also unlock powerful planning opportunities. In this eye-opening episode, Michael and Brady break down why a down market might be the perfect time to consider a Roth conversion. Learn how converting pre-tax retirement savings to Roth during a downturn can reduce your tax liability and supercharge your future tax-free growth. Discover who should consider this strategy, the key tax traps to avoid, and why coordination with your financial and tax professionals is critical. Whether you're years away from retirement or already…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.