As most everyone knows by now, the $2 trillion Coronavirus Aid, Relief, and Economic Security Act (“CARES Act” or the “Act”) recently signed into law provides an extensive relief package covering various forms of assistance, from increased loans, to rebate checks and other tax breaks, to benefits in the areas of healthcare, education, retirement [...]
COVID-19 has taken a significant toll on the stock market in recent weeks, and many taxpayers expect their overall income to be diminished in 2020. However, for the opportunistic investor, these challenges present a prime opportunity for converting a traditional IRA into a Roth IRA. We see three key reasons why taxpayers should consider [...]
Although discussed throughout 2019, Congress finally passed, and the President signed into law, a bill focused on improving retirement for Americans. This bill, called the SECURE Act (Setting Every Community Up for Retirement Enhancement), provides significant bi-partisan retirement policy reforms for individuals and for businesses offering retirement plans. While the law itself is more [...]
