While Covid-19 has the world in its grasp, the markets are fluctuating rapidly. Governments are working to prevent economic collapse, and many people are wondering how – or if – they should respond. First, let’s take a look at what factors are most affecting the markets right now: Covd-19 and the 2020 Economy The novel […]
How to Take Stock of Your Allocations
Your portfolio allocations are how you divide your investments among stocks, bonds and cash, as well as how much is in your pre-tax vs. after-tax accounts. Your allocations will help you as you enter retirement. Remember to consider the specifics of your retirement when you are planning, like where you want to live and how […]
Navigating a Backdoor Roth Conversion
A backdoor Roth conversion helps higher-income earners cut down on their tax burden when their income exceeds the limits of a traditional Roth. In a Roth, your money grows tax-free and you won’t pay taxes when you withdraw from your account later on. The backdoor conversion is a way to take advantage of the tax […]
How to Take Advantage of Your Solar Panel Tax Benefit
Leveraging large tax credits to improve your retirement can be a great idea. If solar makes sense for your home, then now is a good time to do it. Back in 2015, Congress extended the solar panel tax credit – also called the investment tax credit (ITC) for five more years. This credit makes solar […]
How to use a Deferred Compensation Plan for Retirement
If you dream of retiring early, it’s definitely possible – though not without plenty of advance planning and saving. One roadblock you’ll have to plan for is that you won’t have access to Medicare until you hit full retirement age, which is 65 for most people. So, what should you do until then? When I […]
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