Conversion Considerations - The W.I.P.

What this episode covers

The S&P500 and Nasdaq hit all time highs this week. What is powering the market higher? Small cap stocks have lagged their large cap piers for a decade. Why could small caps make a turnaround? This month’s questions is about Roth conversions. When does a Roth conversion make sense?

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How long is this episode of The W.I.P.?

This episode is 5 minutes long.

When was this The W.I.P. episode published?

This episode was published on June 21, 2024.

What is this episode about?

The S&P500 and Nasdaq hit all time highs this week. What is powering the market higher? Small cap stocks have lagged their large cap piers for a decade. Why could small caps make a turnaround? This month’s questions is about Roth conversions. When...

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