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PLAN ROTH CONVERSIONS

All podcast episode summaries matching PLAN ROTH CONVERSIONS โ€” aggregated across every podcast we track.

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โ€œThe better course of action for the vast majority of people is to roll that old 403B or 401K into a traditional IRA... then at a future date, then you could roll it over into a Roth IRA.โ€

โ€” Luke Guerrero
Daily Signal - Stock Edition
APR 3, 2026Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
  • โ€ข

    Mining stocks are entering a tactical buying zone - The GDX is testing major support levels around the $85 to $88 range, offering a potential entry point for investors looking to capitalize on a broader uptrend despite recent pullbacks.

    โ€œMid-80s is where you wanna pick up GDX or the subsequent miners within it, if you feel you need to up your position in precious metals.โ€

    โ€” Luke Guerrero
  • โ€ข

    Fertilizer supply faces significant geopolitical risk - Conflict near the Strait of Hormuz is threatening agricultural supply chains, making the actual physical availability of fertilizer a more pressing concern for farmers than just the rising costs.

    โ€œAt a certain point, it becomes less about how much you have to pay and if you'll be able to pay at all. Will there be supply for you to purchase?โ€

    โ€” Luke Guerrero
  • โ€ข

    Strategic Roth conversions require precise timing - To avoid immediate tax consequences, the most effective strategy for many is to roll 403B plans into Traditional IRAs first, then convert to Roth during lower-income years between retirement and Social Security.

    โ€œThe better course of action for the vast majority of people is to roll that old 403B or 401K into a traditional IRA... then at a future date, then you could roll it over into a Roth IRA.โ€

    โ€” Luke Guerrero
Daily Signal - Stock Edition
APR 3, 2026Hosts Justin Klein & Luke Guerrero, CFA | Wealth Managers and Investment Advisors
  • โ€ข

    Mining stocks are entering a tactical buying zone - The GDX is testing major support levels around the $85 to $88 range, offering a potential entry point for investors looking to capitalize on a broader uptrend despite recent pullbacks.

    โ€œMid-80s is where you wanna pick up GDX or the subsequent miners within it, if you feel you need to up your position in precious metals.โ€

    โ€” Luke Guerrero
  • โ€ข

    Fertilizer supply faces significant geopolitical risk - Conflict near the Strait of Hormuz is threatening agricultural supply chains, making the actual physical availability of fertilizer a more pressing concern for farmers than just the rising costs.

    โ€œAt a certain point, it becomes less about how much you have to pay and if you'll be able to pay at all. Will there be supply for you to purchase?โ€

    โ€” Luke Guerrero
  • โ€ข

    Strategic Roth conversions require precise timing - To avoid immediate tax consequences, the most effective strategy for many is to roll 403B plans into Traditional IRAs first, then convert to Roth during lower-income years between retirement and Social Security.

    โ€œThe better course of action for the vast majority of people is to roll that old 403B or 401K into a traditional IRA... then at a future date, then you could roll it over into a Roth IRA.โ€

    โ€” Luke Guerrero

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