by Emily M. Harper, CFP® | May 7, 2020 | Manage Multi-Generational Wealth, Optimize My Taxes, Plan for Retirement, Weekly Market Commentary
The benefits of Roth conversions seem obvious: having better control over taxable income in retirement (a Roth may lessen or eliminate your required minimum distributions), possibly paying less in taxes on a withdrawal now than in the future or leaving more money for...
by Emily M. Harper, CFP® | Apr 14, 2020 | Plan for Retirement, Weekly Market Commentary
While the depth and duration of the economic impacts of this pandemic are still to be determined, Congress has created some certainty with their CARES Act, which helps wealth advisors work with clients to navigate these challenging times. The CARES Act touches many...
