After you’ve worked hard to build your retirement nest egg, it’s natural to feel some anxiety when the market enters a downturn and the funds in your retirement portfolio start to melt away. What you may not realize is that a bear market can lead to a unique opportunity to utilize a potentially lucrative tool. Watch our short video to learn about the Roth Conversion and if it may be right for you!
Read our related blog post for even more information!
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While the firm is registered in FL, TX and CO, WealthGen Advisors are able to offer advisory services in other states. The information presented is for educational purposes only and should not be considered an offer to buy or sell, or a solicitation of any offer to buy or sell securities and does not amount to investment advice.
Different types of investments involve varying degrees of risk including the potential loss of the entire principal invested. Past performance is no guarantee of future results and there can be no assurance that any specific investment will be profitable. There are also no assurances that any portfolio will match or outperform a particular benchmark or index.
WealthGen Advisors does not represent, warranty, or imply that the services or methods of analysis employed by the firm can or will successfully identify market tops or bottoms, or insulate clients from losses due to market corrections or declines. Investment Advisory Services offered through WealthGen Advisors a Registered Investment Advisor. Registration does not imply a certain level of skill or training.
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