This checklist covers many of the issues to consider during a recession or market correction.
It addresses some strategies particularly useful when the valuations of the markets are low (such as Roth Conversions and gifting strategies) as well strategies to mitigate the negative impact (cash flow becoming tight).
This can help to pivot a conversation away from one of fear of the future to one where we can discuss strategies to take advantage of low valuations.
For more information, contact our office at 877-714-2362 to schedule a time for an e-visit keeping the guidelines for social distancing in mind.
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For more IRA Expertise, contact us!
Walter F. Pardo, Founding Partner
An Ed Slott Master Elite IRA Advisor
22 Church Street | P.O. Box 60 | Liberty Corner, NJ | 07938
Phone (877) 714-2362 | Fax 1 + (908) 325.0008