Are you one of the 62% of self-employed Americans putting your cash exclusively in a savings account, even money earmarked for retirement?1 If so, you are missing opportunities to reduce your taxes now, grow your money over time, and decrease your concentration risk...
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...
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...
