Five planning ideas to consider under the CARES Act
The CARES Act provides emergency assistance to those affected by the pandemic with a range of programs from expanded unemployment benefits to loans.
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Pandemic highlights need for legal documents
The pandemic highlights the importance of family communications and having legal documents in place.
CARES Act loosens rules for retirement accounts
Among the many provisions of the CARES Act are modifications of the rules involving retirement accounts to help both retirement savers and retirees.
Three things business owners need to know about the CARES Act
The CARES Act has multiple provisions to help small businesses and employees weather the economic downturn.
Massive COVID-19 spending bill to help individuals, businesses
The Senate passed the CARES Act which provides emergency assistance for individuals, families, and businesses affected by the COVID-19 pandemic.
Five planning strategies for volatile markets
Volatile markets can present certain financial planning opportunities.
Video: Planning strategies for designating heirs under new 10-year rule
The new 10-year rule resulted in several planning considerations for investors as they choose beneficiaries for estate plans.
Video: Consider hedging against future higher tax rates with a Roth
Consider Roth IRAs and other tax efficient strategies when planning ahead for potential future higher taxes.
Video: Where are tax rates headed?
The need for additional government revenue will pressure lawmakers to raise tax rates in the future.
New rule under SECURE Act blocks tax abuses using QCDs
The SECURE Act introduced an anti-abuse rule to prevent benefiting twice from taking IRA distributions and QCDs.