There is only one side of the market and it is not the bull side or the bear side, but the right side.
September 03, 2026
We’ve gotten a number of questions about Roth IRA conversions recently at Contravisory, and one scenario illustrated the nuance when navigating these planning decisions. We thought we’d share it (anonymized of course) as an example should you be considering similar decisions.
Recently, “John” reached out to get my...