Business, Retirement Planning, Stock Market

Is the Fed’s Intervention a Grand Illusion? 

Most of us are all in the same boat in wanting this viral lockdown to end, and for many of us to get back to work and conduct our business as usual. We all want the financial markets to stabilize and confirm that the worst is behind us. But from the looks of the economic data, we’re not there yet. Furthermore, the underpinnings of the financial system, mainly corporate solvency issues are very much in play, and the economy overall…

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Retirement Planning

Considering the Roth IRA Conversion after the Secure Act 

Considering the Roth IRA Conversion after the Secure Act After the passage of the SECURE Act, in December of 2019, many laws were included that impact IRA inheritances, IRA distribution rules, and IRA and other Retirement accounts in relation to estate planning strategies. Please reference my previous article which discusses these areas at a greater length. But one area that has always presented planning opportunities, and still continues to do so, is the Roth IRA conversion. When we refer to…

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