Expanded Guidance for Recontributing 2020 RMDs
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 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.
Should We be Looking at Roth Conversions During This Market Downturn?
Market downturns stink for investors, but they often present opportunities for tax savings. Should you consider a Roth Conversion?
What Does the $2 Trillion Stimulus Package Mean for You?
The passage of the $2 trillion coronavirus pandemic stimulus package includes many tax and financial breaks for both individuals and businesses.
CARES Act: Special Rules for Retirement Plans
In this special series covering the CARES Act, we start with sections 2202 and 2203, as they can provide some immediate relief if needed.
How Late Is Too Late to Start Saving for Retirement?
We offer tips if you’re getting a late start on saving for retirement.
Handling Market Volatility
Conventional wisdom says that what goes up, must come down. But even if you view market volatility as a normal occurrence, it can be tough to handle when it’s your money at stake.
Retirees Beware! A Teaching Note
It is possible that a 6% average return could produce markedly different ending values in a portfolio over 10 years.
Employer’s Pension Startup Credit Substantially Increased
If you are considering establishing a qualified pension plan for your business, you may be entitled to the Credit for Small Employer Pension Startup Costs.
There’s Still Time to Contribute to an IRA for 2019
Have you made your 2019 IRA Contribution yet? You still have time.