We have set the clock back sharply, perhaps by 6 weeks or more with the recent increase in cases nationally and cases are likely to set new highs over the near term.
IRS Extends Rollover Deadline For 2020 RMDs
The IRS extended the 60- day rollover deadline until July 15 for distributions taken after January 31, 2020.
Two Steps Forward, One Step Backwards
Infections have spiked notably in places that hadn’t previously been subjected to large numbers of cases. The several day incubation period of Covid 19 ensures that case counts will rise further over the next week or two.
Not Your Father’s Fixed Income World. Now What?
Fed actions, as well as investors’ demand for safety have resulted in interest rates declining significantly to previously unthinkable levels. But do not worry, we have a plan.
Tax Advantaged Savings For Healthcare Expenses
Health Savings Accounts (HSA) and Flexible Spending Accounts (FSA) are great ways to set aside pre-tax dollars for healthcare expenses.
A Closer Look at Recent Surge in Covid-19 Cases
Houston, Texas and Arizona, among other states, are experiencing surges in case counts and hospitals near capacity. But these depictions aren’t entirely accurate.
COVID-19 Update: June 8, 2020
All states have reopened to varying degrees but there is limited evidence of any real increase in cases. The US passes 2M cases but the daily case growth rate falls below 1%.
Macro Economic Summary: May 2020
What a difference a month makes. Not only has the S&P 500 recouped much of its losses since late March, but the economic data is starting to turn positive.
Opening a Roth IRA for Your Child can Provide a Huge Head Start
You can open a Roth IRA in the name of a child to help him or her save for retirement, a first house, or, subject to some rules, educational expenses.