The checklist below covers many of the key issues to consider during a recession or market correction.
It highlights strategies that are particularly useful when market valuations are low, such as Roth conversions and gifting strategies. Additionally, it addresses approaches to mitigate negative impacts, like managing tight cash flow.
Click the link below to access and download the full document:
What Issues Should I Consider During A Recession Or Market Correction?
Important Information:
Securities and Advisory Services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. This information is not intended to be a substitute for specific individualized tax or legal advice. We suggest that you discuss your specific situation with a qualified tax or legal advisor.