There are a litany of worldwide issues we can worry about. However, at the end of the day, the fundamentals of investing and sound financial planning have withstood the test of time.
The new debt created by COVID relief has increased the risk that tax rates will be higher in the future, making the Roth conversion very compelling. Learn how a Roth conversion strategy may be your silver lining in a year full of surprises.
Coronavirus relief packages have resulted in a $3 trillion debt that will eventually need to be addressed. Consider how you may leverage these insightful portfolio and estate planning strategies to protect your assets when the time of repayment comes.