The Coronavirus Aid, Relief, and Economic Security (CARES) Act, a wide ranging fiscal relief package aimed at helping Americans confront the economic challenges brought on by the Covid-19 pandemic, contains a series of unprecedented maneuvers including the much discussed stimulus check provision and the Paycheck Protection Program (PPP). While these two features of the… Read more »
The Macro View
Posts Categorized: Tax Planning
ROTH IRA Conversions: A Powerful Planning Tool in 2020
Over the last 8 weeks the world has changed. The exact changes are not yet known but certain probabilities that impact long-term financial planning have shifted. We believe these changes have made ROTH conversions a more important strategy than ever for young savers looking to reduce their future tax burden and for older savers looking to maximize wealth transfers to their kids…. Read more »