It isn’t as important to buy as cheap as possible as it is to buy at the right time.
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...