Maximize Your Roth: How to Decide the Right Conversion Amount
Subscribe to Cup of Bull: In this episode of Cup of Bull, Patrick Fontana and Michael Dunham discuss the concept of Roth conversions, emphasizing the importance of strategic tax planning for retirement. They explain how individuals can benefit from converting pre-tax retirement accounts to Roth accounts, particularly around specific life events or income fluctuations. The […]
Smart Moves to Make during a Market Downturn
During a market downturn it is our natural tendency to want to make changes to our investment strategy despite a plethora of research that points to the optimal course of action being no action at all. When we log-in and see red on the screen, our fight or flight response kicks in and while that […]
