What issues should I consider during a recession?

This checklist covers many of the issues to consider during a recession or market correction. It addresses some strategies particularly useful when the valuations of the markets are low (such as Roth conversions and gifting strategies) as well strategies to mitigate the negative impact (cash flow becoming tight). Thinking about these issues can help move away from one of fear of the future to one where we can discuss strategies to take advantage of low valuations.

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