Is buying the dip the same as a Roth conversion? Not quite—but there’s a smart way to connect the two. In this episode, Jon Hicks breaks down how market downturns can create tax-savvy opportunities—if executed correctly. From risk arbitrage to asset location, Jon explains why good ideas often fail without the right strategy. Whether you're eyeing a Roth conversion or just trying to avoid costly tax mistakes, this episode helps you understand when these moves make sense—and when they don’t.

 

Schedule your complimentary appointment today: RetirementSolutionShow.com

 

Follow us on social media: YouTube | Facebook | LinkedIn

See omnystudio.com/listener for privacy information.