In the News: Should you consider a Roth conversion during this market downturn?
In the Marietta Daily Journal, Bil Lako, CFP®, Bil Lako, CFP®, explains how you may be able to convert stock shares at depressed prices to a Roth IRA for future tax-free growth.
CARES Act: Deferral of, Changes to, Limits on Excess Business Losses
We explain the CARES Act’s retroactive postponement of, and changes to, the limits on excess business losses.