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Heresy Financial: Do this Now to Save Taxes Before the Market Recovers

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Heresy Financial
Jan 7, 2023

Are you currently investing in either a traditional I*A or a traditional 401k? If so, you could take advantage of something right now that you may not even know is a possibility called a ‘Roth Conversion’.

This is something that if you are going to take advantage of it is always better to do when the market is down because you will have less of a tax hit now and be able to take advantage of the greater tax benefits of the Roth later on.

https://www.youtube.com/watch?v=HlvXNjkQE-s

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