4-11-25 The Best Tariff Tactic May Be a Roth Conversion

Quarterly reporting season is upon us, with JP Morgan setting the tone for earnings, as the tariff tango with China continues; how are advisors handling the turmoil? Consumer front loading pulling forward future demand will lead to economic irregularities later. Richard and Matt discuss dealing effectively during corrections and taking advantage of tax efficiencies; creating a "loss bank;" paying taxes means you're making money. cutting through the headlines and the negative influence of social media; the evolution of work in America: Where did all the jobs go? Rich and Matt point out the value of having a financial plan in place during tumultuous times like these; dealing with the psychological shift that comes with retirement; the opportunity for Roth conversions; making"Tikie-Tokies." The Social Security tax torpedo and The Retirees First Act; Rich & Matt discuss taxing Socia lSecurity and the three forms of US taxation; Yellen vs Greenspan. SEG-1: JP Morgan Sets Tone for Earnings Season SEG-2: Managing Money Effectively During Corrections SEG-3: The Value of a Financial Plan in Times Like These SEG-4: The Social Security Tax Torpedo Hosted by RIA Advisors Director of Financial Planning, Richard Rosso, CFP, w Senior Relationship Manager, Matt Doyle, CFP Produced by Brent Clanton, Executive Producer ------- Watch today's full show video here: https://www.youtube.com/watch?v=Cp4VjyYxIGg&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1 ------- Articles mentioned in this report: "Trumps Economic Revolution: Unraveling A Blessing And A Curse" https://realinvestmentadvice.com/resources/blog/trumps-economic-revolution-unraveling-a-blessing-and-a-curse/ "Stupidity And The 5-Laws Not To Follow" https://realinvestmentadvice.com/resources/blog/stupidity-and-the-5-laws-not-to-follow/ "Corporate Yield Spreads Start To Widen" https://realinvestmentadvice.com/resources/blog/daily-market-commentary/ "The Market Crash – Hope In The Fear" https://realinvestmentadvice.com/resources/blog/the-market-crash-a-set-up-for-a-rally/ "The "Liberation Day" Tariffs Crash The Market" https://realinvestmentadvice.com/resources/blog/the-liberation-day-tariffs-crash-the-market/ ------- The latest installment of our new feature, Before the Bell, "Markets Reverse All Losses," is here: https://www.youtube.com/watch?v=JLHne8xJaHs&list=PLwNgo56zE4RAbkqxgdj-8GOvjZTp9_Zlz&index=1 ------- Our previous show is here: "Monster Rally or market Bottom?" https://www.youtube.com/watch?v=GpK9eML4BM4&list=PLVT8LcWPeAugpcGzM8hHyEP11lE87RYPe&index=1&t=4s ------- Get more info & commentary: https://realinvestmentadvice.com/newsletter/ -------- SUBSCRIBE to The Real Investment Show here: http://www.youtube.com/c/TheRealInvestmentShow -------- Visit our Site: https://www.realinvestmentadvice.com Contact Us: 1-855-RIA-PLAN -------- Subscribe to SimpleVisor: https://www.simplevisor.com/register-new -------- Connect with us on social: https://twitter.com/RealInvAdvice https://twitter.com/LanceRoberts https://www.facebook.com/RealInvestmentAdvice/ https://www.linkedin.com/in/realinvestmentadvice/ #RothConversion #TaxStrategy #RetirementPlanning #TariffImpact #StockMarket2025 #MarketRally #InvestingInsights #BullOrBear #FinancialTalk #MarketLosses #MarketGains #LossReversal #CorrectiveCycle #BondYields #MarketInstability #BasisTrade #LiquidityCrisis #MarketVolatility #FinancialStress #MarketBottom #TariffWar #BondMarket #DownsideRisk #Tariffs #MarketLows #InvestingAdvice #Money #Investing