Financial Planning at its B.E.S.T.

Day: July 8, 2020

Roth Conversions in a Down Market? Think Again

By Brad Tinnon / July 8, 2020 July 3, 2020

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 …

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