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Displaying items by tag: Tax Plan

Wednesday, 06 January 2021 13:01

Financial Lessons learned From 2020 and the Pandemic

We’ve just lived through an amazingly turbulent 2020, where the coronavirus pandemic has upended the lives of tens of millions of Americans.

Wednesday, 04 November 2020 16:19

Roth IRA Makes a Big Difference in Retirement

In previous articles, I’ve listed the main benefit of a Roth IRA Conversion. You will have no tax on unlimited earnings for your and spouse’s life; and for the first 10 years that your heirs inherit your Roth IRA.

Wednesday, 09 December 2020 08:00

Steps To Take Now Before Biden Tax Plan Hits

As I write this article, it looks more likely that Joe Biden will become the next U.S. President. If the Democrats win the runoff for the 2 Senate seats in Georgia, they will control the Senate, House, and the Presidency.

 

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