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&#x27;s Stocks &amp; Topics: Comcast Corporation (CMCSA), Market Wrap, ATI Inc. (ATI), Leggett &amp; Platt, Incorporated (LEG), AT&amp;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). Our Sponsors: * Check out Anthropic and use my code Claude.ai/invest for a great deal: https://www.anthropic.com * Check out Quince and use my code quince.com/INVEST for a great deal: https://www.quince.com Advertising Inquiries: https://redcircle.com/brands

The Roth Conversion Window

InvestTalk

This is InvestTalk from KPP Financial, helping investors make sense of the markets one day at a time. Here's your host, Luke Guerrero. Good afternoon, fellow investors, and welcome back to InvestTalk. I'm your host, Luke Guerrero, and I wish you had a very relaxing weekend.

Because it's time to dive back in, we have some work to do today. Before we move forward, though, I do want to remind you that our latest InvestTalk Wealth Webinar, Beyond the Yield, is available now on our YouTube channel, if you missed it. There's a presentation about how you can invest for your income needs, followed by answers to finance and investment questions.

If you haven't checked it out yet, I encourage you to do so. Just head over to YouTube and type InvestTalk with two Ts. Now in just a bit, we'll talk about today's market performance and run down the show topics, but let's tackle this caller question now.

Hi, InvestTalk. I have a question about Comcast. I own the stock. It's CMCSA. Could you please share your thoughts? Does it sell or hold? I will listen to your podcast and thank you very much for all your help. Thanks. Bye.

Let's take a look at Comcast. That is ticker CMCSA. And that is a name that we actually hold in one of our strategies for our clients. It's actually in Target right now. Rather, it's in the Target, but we don't yet hold it. And the reason why we never bought into it, well, I mean, the momentum has been really poor for quite some time.

The Roth Conversion Window

Read the full transcript

The candid version is on a podcast,
not the earnings call.

The Roth Conversion Window

Read the full transcript

The candid version is on a podcast, not the earnings call.

The candid version is on a podcast,
not the earnings call.