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7 Considerations for Doing Roth Conversions in a Down Stock Market

One of the accepted facts in the world of investments is this: When the stock market goes down, Roth conversions start looking more attractive to investors. Since the coronavirus ended a decade-plus bull market earlier this year, that point seems to be more amplified. This article aims to help explain the benefits of doing a Roth conversion in a down market, as well as outline 7 things you should consider when doing so, especially for the first time.

Retirement Planning
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Five Things Your Financial Advisor Should Be Doing to Add Value During the Coronavirus Pandemic

Of all the articles I have read, not one of them was written from a client’s perspective. After all, every truthful adviser will agree that it is times like these where financial advisers should be adding the most value to their clients—wouldn’t be useful to try and capture the client’s perspective in this? So, here is a list of ways your financial adviser should be earning their keep—written from what I believe to be the client’s perspective.

Estate Planning Investment Planning Social Security Tax Planning Insurance Planning Retirement Planning
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