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These direct payments are intended to provide direct assistance to American taxpayers who have lost wages, jobs or opportunities because of COVID-19. But there is some fine print.April 5
President and founderEmpyrion Wealth Management -
“Traditionally, 401(k)s generally have some really good investment options that you wouldn’t be able to do on your own,” an expert says.April 3
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Retirees will end up locking in substantial losses if they decide to cash out their investments during a bear market to generate income.April 2
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Market volatility brought on by the coronavirus pandemic may present a great time to invest, as many stocks are being sold at bargain prices.April 1
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From Roth conversions to QHFDs: The coronavirus pandemic is forcing difficult questions, and clients rightfully are looking to for answers that advisors are uniquely suited to provide.April 1
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A revocable living trust is one way to reduce their estate taxes, however the law requires clients to sign the document in the presence of the notary.March 31
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Seniors should focus on what they can control — such as their reaction to market volatility and their long-term savings.March 30
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Can a home equity line of credit offer clients a bridge loan for troubled times? Says one, “I’m going to call those people and rehire them.”March 27
President and founderEmpyrion Wealth Management
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The passage extends the IRA contribution deadline and waives RMDs for 2020. Here’s what else financial advisors need to know.March 27
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Turning loss into profit in down markets can seem like magic to some clients.March 26
Founder and plannerRetirement Matters
