When your IRA stock portfolio is down in value, does it make sense to covert a portion to a Roth? Since the value is lower, you can convert a higher portion to a Roth for the same tax liability. However, this may not be the best approach to deciding on a Roth conversion. In this show we discuss converting to a Roth in a Bear market.

Dolphin Financial Radio is a fun and informative podcast on retirement planning issues. This is not financial advice. Please seek professional guidance before implementing these ideas or strategies: www.dolphinfinancialgroup.com

Investment advisory services offered through Dolphin Wealth Management Inc., a Registered Investment Advisor in the state of Florida. Insurance products and services are offered through Dolphin Insurance Inc., Dolphin Wealth Management Inc, and Dolphin Insurance Inc. are affiliated companies doing business as Dolphin Financial Group.

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