Armstrong Advisory
Monthly Guides

Request Your Monthly Guide

 

All you have to do to request our latest monthly guide is fill out the form on this page. Or, if you’re interested in scheduling a consultation with one of our prospective client liasons, please click here to schedule a call.

About This Month’s Guide:

Roth IRA Conversions in A Bear Market

Roth conversions provide investors with a fantastic opportunity to push assets from pre-tax status into tax-free status. The recent dip in markets provides extra incentive as well, as you can convert a larger number of shares at the same tax burden if a stock or other asset has gone down in value. Because it is early in the year, you may want to be a little more cautious in choosing how much to convert, since you can’t recharacterize Roth IRA conversions anymore. But Roth IRA conversions are one of the financial planning tools you should consider using now, provide you properly evaluate them for your specific situation and have a full understanding of the tax consequences of executing a conversion.

Explore Our Other Services

Investment Management

Learn More

Tax Strategies

Learn More

Retirement Planning

Learn More

Financial Planning

Learn More

Thanks for being interested in our monthly guides.

We also have a whole bunch of articles exclusive to our website that you might be interested in as well.