
About this episode
Mid-year is a smart time to model conversions before year-end tax planning gets rushed. A practical walkthrough of who benefits, how to size a conversion, and the bracket-management math that makes it work.
Today's Stocks & Topics: Comcast Corporation (CMCSA), Market Wrap, ATI Inc. (ATI), Leggett & Platt, Incorporated (LEG), AT&T Inc. (T), Capital Flows, Vanguard Health Care Index Fund ETF Shares (VHT), The Roth Conversion Window, CAVA Group, Inc. (CAVA), ExxonMobil Holdings Corporation (XOM), MicroStrategy (MSTR).
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* Check out Anthropic and use my code claud.ai/invest for a great deal: https://www.anthropic.com
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