On The Money With Secure Money: Episode 90
The Upsides of a Down Market
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Brian Quaranta discusses the financial upsides in a “down market” and how to apply them to your retirement portfolio.
Advisory services offered through Foundations Investment Advisors, an SEC Registered Investment Adviser
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*A Roth conversion may not be suitable for your situation. The primary goal in converting retirement assets into a Roth IRA is to reduce the future tax liability on the distributions you take in retirement, or on the distributions of your beneficiaries. The information provided is to help you determine whether or not a Roth IRA conversion may be appropriate for your particular circumstances. Please review your retirement savings, tax, and legacy planning strategies with your legal/tax advisor to be sure a Roth IRA conversion fits into your planning strategies. All rights reserved
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