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Roth conversions and backdoor Roths ease COVID financial pain for wealthy earners this tax season

"The game changed in 2020 and there’s a lot we have learned that can potentially skyrocket our success through 2021," writes Chip Munn.

Leaders of the House Ways and Means Committee and accounting groups are calling for extending the tax deadline to give the IRS, taxpayers and tax professionals an extra three months.

A Pakistani Muslim women who started her career as a financial advisor in the U.S. after 9/11, Ayesha Yasin faced and overcame multiple stereotypes.

The legislation would rival the $2 trillion March 2020 CARES Act in size and scope and follow a $900 billion December relief package.

It’s a move that combines two businesses providing products and services in high demand — investment returns and retirement income, the firms said.

Such products attracted more than $32 billion in January and February, by far their best start to a year.

The planning needs and strategies for a woman should focus more heavily on longevity and creating lifetime income streams after her spouse has passed away.

The fintech will help these consumers set aside money in a tax-advantaged savings account that won’t jeopardize federal benefits tied to income.

Questions about job losses and real estate are adding more complexity to the usual post-deal issues involving advisor retention and company consolidation.