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We stay focused on market trends, so you don't have to.
Recently, Congress passed another bill to provide additional stimulus to the economy in an attempt to combat some of the economic hardships experienced due to the Covid-19 pandemic. There are some lesser-known components of the bill we thought we should make you aware of.
Are you over 72 with a Required Minimum Distribution (RMD) that exceeds your income needs (and/or that you might like to exclude from your taxable income)? Do you have charitable interests that you intend to contribute to throughout the year? Lucky you!
A lot goes into the decision-making process when it comes to making a Roth Conversion. Watch this video if you need some clarification on the finer points.
Our team of professionals have years of experience in financial services. We can help you address your needs of today and for many years to come. We look forward to working with you.
Are you looking forward to retirement? Are you really prepared for what lies ahead? Our free ebook can help you find out. Register today to receive your copy of "Retire Happy: A Simple Guide to Your Next Big Adventure."