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Retire With Integrity Podcast with Brian Bowen


May 7, 2020

With everything going on with the economy, you have a lot of financial decisions to make right now. Is a Roth conversion something you should do this year?

 

Read more and get additional resources: https://financialplanningva.com/is-a-roth-conversion-right-for-you-this-year/ 

 

Today's show schedule: 

0:16 - Is now a good time for Roth conversions?

2:25 - If you are a small business owner, what can you do while you have losses?

4:00 - If you aren’t a business owner, is this still potentially a good time to do a Roth conversion?

5:02 - Real estate investors need to consider what options they have while investment properties lose monthly rent or vacation rentals.

6:30 - The more assets you have, the more opportunity.