Understanding your biases may help you avoid questionable calls in the heat of the financial moment.
To encourage charitable contributions to deserving qualified charities during these trying times, Congress has relaxed some of its restrictions related to how much a taxpayer can deduct as a charitable contribution in any given year.
Need to tap your retirement accounts for coronavirus-related reasons? We explain how the IRS is addressing the tax issues.
If you are struggling financially due to the COVID-19 epidemic, the CARES Act makes it easier for you to access your retirement funds during this emergency.
The “Money Talks” Experts provide some insight for business owners who have eight weeks to use their PPP loan funds for payroll costs if they want the loan forgiven.
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.
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.
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.
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.
Market downturns stink for investors, but they often present opportunities for tax savings. Should you consider a Roth Conversion?