This September 2026 Investing Insight by Jim Cone, Director of Panorama Financial Group, discusses Roth conversions involving traditional IRAs and IRA-held alternative investments during valuation drawdowns.
The article examines the Roth Conversion Window in real estate development, followed by Takeaways for Advisors on valuation discounts, illiquidity, and the conversion J-Curve.
Page 2 presents an example for illustrative purposes only, including a valuation chart, a development timeline, and key considerations before converting.
Open the full PDF for Jim's commentary, the illustrative example, the Roth Conversion educational collection link, and disclosures.
