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Podcast: The Retirement Solution
Episode:

Buy the Dip, But With a Tax Twist

Category: Business
Duration: 00:12:13
Publish Date: 2025-07-08 08:00:00
Description:

Is buying the dip the same as a Roth conversion? Not quite—but there’s a smart way to connect the two. In this episode, Jon Hicks breaks down how market downturns can create tax-savvy opportunities—if executed correctly. From risk arbitrage to asset location, Jon explains why good ideas often fail without the right strategy. Whether you're eyeing a Roth conversion or just trying to avoid costly tax mistakes, this episode helps you understand when these moves make sense—and when they don’t.

 

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