Eagle’s Nest Webcast: Is This the Perfect Opportunity for a Roth Conversion?

In this week's episode of the Eagle's Nest Webcast: Taylor Leary and Keith Weinman explain why this might be the perfect time to consider making a Roth IRA conversion.

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Every Thursday at 2 pm MST our advisors discuss current events, financial planning topics, and take questions from attendees. Sign-up below to get access to the webcast and to receive email notifications for each week’s talking points. 

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Taylor Leary

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Keith Weinman

Since late March the market has stabilized. The up days have been better than the down days, and it almost feels like the worst is behind us, but is that true?

For the past few weeks we’ve been asking the same question to our audience; “With the current economic situation, do you think the market will fall further or have we seen the worst of it?” It’s truly remarkable how the sentiment has shifted in just a few short weeks. At the end of March most attendees felt the market would fall further. Just last week, a mere three weeks later, the numbers completely flipped, with over 75% of respondents saying the worst of the market conditions were behind us.

What do you think? Is the latest market move a head fake and we’ll fall past previous lows? Are all the opportunities past us?

If you’re like most people you are confused and uncertain about what to do next. In this week’s Eagle’s Nest Webcast, we will look at whether we’re through the worst of it and what to do next. April 15th should have been Tax Day, but because of the massive economic upheaval the IRS delayed filing until July 15th. With the delay, you still have time to make strategic changes to your financial plan to capitalize on lower tax rates. We will discuss tax strategies you can use, if they make sense, to recalibrate your financial plan to be more tax efficient.

You’ll get answers on:

  • How to navigate today’s volatile market conditions
  • What opportunities can you take advantage of
  • How you can save on taxes with the right financial moves
  • AND, Why this might be the perfect year for the Roth conversion!

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