Use high school years to implement a road map to college
Consider creating a plan to prepare for college during the high school years.
Consider creating a plan to prepare for college during the high school years.
This fall, preparing a college checklist may be more important than ever as the ongoing pandemic is affecting how colleges re-open.
The federal response to the pandemic continues to evolve, creating considerations for financial planning.
The IRS released new guidance that expanded the RMD waiver for use by all investors in 2020.
There is still funding available loans under the Paycheck Protection Program (PPP), but small-business owners need to apply before June 30, 2020.
Given the economic downtown , it’s even more important for investors consider a plan to make sure assets are protected.
Congress last week passed legislation to extend the timeline and requirements for loan forgiveness under the PPP program.
Lower asset values combined with historically low interest rates may favor certain wealth transfer strategies such as GRATs.
The CARES Act provisions suspended RMDs for this year and may impact investors’ financial plans.
Planning for college can be challenging in the near term but families and students can still make progress toward their goals.