Navigating Retirement in a Volatile Economy
David joined Cheryl Casone on Mornings with Maria to discuss navigating retirement in a volatile economy. David shared that during market downturns, consider Roth conversions. This strategy can help you minimize tax implications while maximizing future tax-free growth potential. With tax rates at a 50-year low and current market volatility, now's the ideal time for investors to capitalize on this opportunity for long-term wealth building.
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The information contained in this post is general in nature and for informational purposes only. It should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This post is not a solicitation or an offer to buy or sell any specific security.