Volatility creates a short list of genuinely useful actions, and a much longer list of tempting ones.
Sharp drawdowns invite activity. Most of it subtracts value, but a few moves are worth making precisely when markets are unsettled.
Loss harvesting, rebalancing back to policy weights, and accelerating planned conversions all work better at lower prices.
The common thread is that each was already part of the plan. Volatility changes the timing, not the strategy.
For informational and educational purposes only. This material is not intended to provide, and should not be relied upon for, tax or legal advice. Tax laws and their application vary based on individual circumstances and are subject to change. The availability and potential benefits of the strategies discussed depend on each business owner’s specific circumstances, transaction structure, and applicable law. Consult your tax and legal professionals before implementing any strategy discussed.