Published by Mark Ring, Wealth Advisor The past has much to teach us. Whether good or bad, we can look back, learn from mistakes and victories, and apply these lessons to our current situation. So, as we experience wild volatility, record market drops, and the beginnings of what many are calling the next recession, we have the opportunity to take what we learned from the market crash of 2007/2008 and move forward. Here are 4 financial lessons the last recession taught us. 1. Borrowing Money Carries Risk One of the harsh realities that many learned in the last recession (and …Read more
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Tax brackets are positioned well, interest rates are favorable and RMDs are on hold. So you’re probably asking yourself if now is a good time to convert your IRA into a Roth account. In this webinar, we look at the advantages of a Roth conversion in a down market and how you can save big on taxes down the road by investing in a conversion now. The CARES Act, the SECURE Act and the Tax Cuts and Jobs Act are all affecting this part of retirement finances, and the benefits they offer won’t last forever. Click Here to Watch the...read the full articleRead More
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