Proactive Planning in Volatile Markets with Roth Conversions

CIBC Private Wealth US

Apr 9 2020 • 6 mins

This is the second podcast in a six-part series that focuses on proactive planning strategies in a volatile market.

Do you have a traditional IRA that will produce ordinary income on distributions? Would you like to possibly mitigate income taxes on those distributions for yourself as well as your heirs?

There may be a silver lining for retirement savings and wealth planning during this time of uncertainty. The current market downturn is an opportunity to potentially save on income taxes and generate income tax free growth for retirement savings as markets recover.

Learn more about proactive planning during a time of uncertainty and volatility: