Latest / The Real Investment Show (Full Show)
4-11-25 The Best Tariff Tactic May Be a Roth Conversion
Quarterly reporting season is upon us, with JP Morgan setting the tone for earnings, as the tariff tango with China continues; how are advisors handling the turmoil? Consumer front loading pulling forward future demand will lead to economic irregularities later. Richard and Matt discuss dealing effectively during corrections and taking advantage of tax efficiencies; creating a "loss bank;" paying taxes means you're making money. cutting through the headlines and the negative influence of social media; the evolution of work in America: Where did all the jobs go? Rich and Matt point out the…
The skinny
The skinny isn't ready yet — notes appear once the transcript is processed.