16 – Market Mayhem & Roth Opportunities: How Volatility Can Work in Your Favor
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16 – Market Mayhem & Roth Opportunities: How Volatility Can Work in Your Favor
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In this episode of The Asset Preservation Hour, financial advisor Stewart Willis unpacks the recent market volatility and reveals why it’s not time to panic, it’s time to plan. From smart Roth conversions during market dips to in-service rollovers and the difference between Roth IRAs and life insurance for legacy planning, Stewart lays out actionable strategies to turn market downturns into long-term advantages.
You’ll also hear the story of a young couple who thought they were making all the right tax moves, until their surprise IRS bill showed otherwise, and what Stewart did to help them course-correct. Plus, learn how even high-net-worth individuals miss out on key opportunities, and why your financial advisor should always be reviewing your tax return.
Whether you’re early in your career or just a few years from retirement, this episode is filled with tips to help you build wealth, minimize taxes, and take control of your financial future.
📞 Call 877-5-RETIRE or visit AssetPreservationWealth.com to schedule your complimentary portfolio risk review and forward-looking tax strategy session.