In this strange and disorienting period of isolation due to the COVID-19 pandemic, many workers who’ve been told to work from home are wondering whether they’ll be eligible for that additional tax benefit.
A volatile market is never easy to endure but learning from it can better prepare you and your portfolio to weather and take advantage of the market’s ups and downs.
Principal Bil Lako, CFP®, explains that when investing for your future, you have to be comfortable with a certain level of risk.
The IRS has extended the 60-day rollover window that may allow IRA account holders who have taken an RMD for 2020 to recontribute funds now that RMDs are waived for the year.
Businessowners must carefully consider which tax benefit or combination of tax benefits works best for their particular set of circumstances, particularly the choice between the retention credit and the SBA paycheck protection loans, since a business cannot qualify for both.
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.
We explain the CARES Act’s retroactive postponement of, and changes to, the limits on excess business losses.
Under the CARES Act, unemployment benefits are now available for self-employed individuals, independent contractors and others who are unable to work because of the coronavirus emergency.
The federal government is providing sick leave benefits and child care leave benefits to affected taxpayers whose employers have fewer than 500 employees.
Principal Bil Lako, CFP®, explains that timing the stock market is near impossible.