Risk Tolerance
Principal Bil Lako, CFP®, explains that when investing for your future, you have to be comfortable with a certain level of risk.
Expanded Guidance for Recontributing 2020 RMDs
The IRS has extended the 60-day rollover window that may allow IRA account holders who have taken an RMD for 2020 to recontribute funds now that RMDs are waived for the year.
Employee Retention Credit Pays for Keeping Employees on Payroll
Businessowners must carefully consider which tax benefit or combination of tax benefits works best for their particular set of circumstances, particularly the choice between the retention credit and the SBA paycheck protection loans, since a business cannot qualify for both.
In the News: Should you consider a Roth conversion during this market downturn?
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
We explain the CARES Act’s retroactive postponement of, and changes to, the limits on excess business losses.
Self-Employed and Independent Contractors Qualify for Unemployment Benefits
Under the CARES Act, unemployment benefits are now available for self-employed individuals, independent contractors and others who are unable to work because of the coronavirus emergency.
Congress Provides Sick Leave and Child Care Leave Benefits for Employees
The federal government is providing sick leave benefits and child care leave benefits to affected taxpayers whose employers have fewer than 500 employees.
Don’t Try to Time the Market
Principal Bil Lako, CFP®, explains that timing the stock market is near impossible.
Despite the Pandemic, the Market is Still Expensive
The “Money Talks” radio hosts explore the current valuations seen in the market, and whether market prices are addressing the current unemployment numbers.
Executive Order 04.23.20.02
On April 23, Gov. Brian Kemp released an executive order detailing the requirements and precautions businesses must follow when reopening starting on Friday and Monday.