Ep #92: Getting A Discount On Roth Conversions

It’s never fun seeing your investment portfolio go down in value. But with uncertainty, volatility, disruption, and shifts presents opportunity.

In a previous episode, we referenced five action items to take during a downturn. In this episode, we’ll re-evaluate one of those topics: the Roth IRA – probably the most powerful, yet illusive type of retirement account available to ER Docs. We’ll get into how supercharging it during market downturns can add tremendous flexibility to an otherwise limited financial situation.