Learn how to take losses quickly and cleanly. Don’t expect to be right all the time. If you have made a mistake, cut your losses as quickly as possible.
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...