Roth Conversions “On Sale” and Other Retirement Advice Amid the Market Crash

The American College of Financial Services
InvestmentNews
March 18, 2020

As the market downturn due to coronavirus concerns continues, some financial advisors are trying to see a silver lining. Specifically, many are now promoting opportunities for their clients to protect retirement assets by using Roth conversions, delaying retirement, and other strategies.

RICP® program director and Retirement Income Center co-director Wade Pfau says staying in the job market, as well as buying an annuity, are a few steps people could take if they feel their retirement savings are on shaky ground.

Read more of Pfau’s advice for retirees and savers in InvestmentNews.

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