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Daily Archives: May 1, 2020

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  3. May
  4. 01

In the News: Should you consider a Roth conversion during this market downturn?

Featured, In The News, RetirementBy Editorial TeamMay 1, 2020

In the Marietta Daily Journal, Bil Lako, CFP®, Bil Lako, CFP®, explains how you may be able to convert stock shares at depressed prices to a Roth IRA for future tax-free growth.

CARES Act: Deferral of, Changes to, Limits on Excess Business Losses

Blog, Business Owner/Self Employed, Coronavirus, TaxBy Editorial TeamMay 1, 2020

We explain the CARES Act’s retroactive postponement of, and changes to, the limits on excess business losses.

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