Your estate can benefit from a refresh every now and then. And that includes how you manage your portfolio in a down market. Stocks are declining as worries about tariffs and a potential recession loom large. But for those with an estate they want to pass on to heirs, the declines can spell opportunity.
From gifting to charities and heirs to engaging in a Roth IRA or Roth 401(K) conversion, here’s how you and your estate can benefit in market downturns, granted they come back up.
“For any clients that have a Roth conversion on the table for 2025, now is a great time to consider doing it,” says Will O’Rourke, a financial adviser at Prime Capital Financial. “Roth money is the best thing to travel through an estate.”
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