Nov 21
Why Late 2022 Is a Great Time for Roth IRA Conversions By John Manganaro - ThinkAdvisor
Advisors’ newly and nearly retired clients face a complex picture heading into the end of 2022.
On the one hand, portfolio values have fallen substantially, and those in the retirement red zone are fretting over the impact of sequence of returns risk on their financial plans. At the same time, there are pressing opportunities for clients to consider as the year draws to a close.
