Who would’ve thought that November would be the month that they markets started to recover? Probably not you. Know your timeline and invest accordingly. Jeremiah and Alex talk about Roth Conversions and how they may not actually benefit you. There are some tax implications you should be aware of first. Capital gains, bonds, and more.

 

Hosts:

Jeremiah Bates, Financial Advisor

Alexandra Lundgren, AIF®, Advisor

 

Find Us:

https://www.therealmoneypros.com

https://www.treecityadvisors.com