Some tax proposals introduced by the Democratic presidential campaign may cause changes to retirement savings accounts.
With the possibility of future higher tax rates, investors may want to consider strategies that can be implemented now such as a Roth IRA conversion.
Putnam’s wealth management professionals share their views on taxes, the markets, fiscal policy, and the November election.
There is still funding available loans under the Paycheck Protection Program (PPP), but small-business owners need to apply before June 30, 2020.
Congress last week passed legislation to extend the timeline and requirements for loan forgiveness under the PPP program.
The Small Business Association announced guidelines for loan forgiveness for the PPP program for small businesses.