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Should I Do a Roth Conversion?

The answer is “maybe.” Unfortunately, there isn’t a simple rule of thumb that applies to everyone, but here are the most common reasons you might want to do a Roth conversion.

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The Coronavirus & Market Movements

Capital markets react in real time to aggregate predictions of the future and, on average, price in an overly pessimistic view compared to the ultimate outcome. Currently, there is growing fear of a large drop off in global business activity due to the spread of COVD-19 outside of China.

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