Opportunities Post-Correction, And Amid Low Interest Rates

Good webinar. My only negative comment is there was too much information, at least for my mind to digest. One webinar addressing each of the strategies covered would be very helpful

Bob is always excellent and gives me a different prospective on taxes and what can with and for our clients.

He often speaks above my head and addresses HNW issues, which don't apply to my clients, but I always learn something new.

Bob, thank you for some of the valuable tips today, including the micro Roth conversion idea, given the huge drop in one's IRA, this is a perfect time to carve out a portion of that Traditional IRA and convert to Roth, since you are going to not only have all of that tax free gain within the Roth (once the market recovers) but you also have less taxes on the converted amount since it has been artificially (but temporarily) reduce in dollar amount. Sounds like a home run.