Tax loss harvesting, Roth conversions among opportunities as markets gyrate

Tax loss harvesting, Roth conversions among opportunities as markets gyrate

Bloomberg News With coronavirus, skyrocketing unemployment, vacillating markets and interest rates near all-time lows, the last few months have been uniquely rough on clients.

True, those negatives have been partially offset by swift action on the government’s part in passing pieces of major legislation to aid Americans affected by COVID-19, chief among them the CARES Act. But understanding the importance of those laws — never mind taking advantage of them — can prove baffling to the average layperson.

Financial professionals are being put to the test. Let’s rise to the occasion. We can help our clients through this fraught time by […]

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