I am advising some clients to ladder maturities to lock in more dependable tax-free income streams — especially for those in states with high income taxes, like California.
We just got through a most unusual “tax season,” with taxes pushed aside at the beginning of April to be consumed with the SBA and PPP.
Under the new act, some can take out as much as $100,000 from retirement plans early without penalty.
There is no doubt that we all live and operate in a profoundly changed reality, in which the state of continuous change has become the "new normal."
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The cost savings alone are a compelling reason to replace live seminar training with remote delivery.
Right now, we’re in the danger zone of having some of these pandemic-era habits becoming permanent.
Lawmakers should approve a program to distribute stimulus funds using a government-sanctioned coin, which would be speedier than the current system.
My broker-dealer warned that since it’s a forgivable loan it could be seen as a compromise with creditors.
"One of the advantages is that we can hear from shareholders in faraway places," John Dugan said at Tuesday's annual meeting, which was held entirely online as most of the country remains on lockdown to help stop the spread of the coronavirus.