Here are some things you might consider before saying goodbye to 2020. Provided by Premier Wealth Advisors What has changed for you in 2020? For many, this year has been as complicated as learning a new dance. Did you start a new job or leave a job behind? That’s one step. Did you retire? ...
Extraordinary Times Mean Extra Federal Debt
Federal borrowing has increased due to the coronavirus pandemic. Provided by Premier Wealth Advisors America’s debt is now nearly as large as its economy. On September 2, the Congressional Budget Office announced that by the end of the 2020 fiscal year (September 30), the federal government is ...
Why Roth IRA Conversions May Now Be Advantageous
Thanks to a couple of factors, some investors are thinking about this move before 2020 ends. Provided by Premier Wealth Advisors Roth IRAs have attracted retirement savers since their introduction in 1998. They offer the potential for tax-free retirement income, provided Internal Revenue ...
Why Regular Rebalancing Makes Sense
Your investment portfolio may be off-kilter, and you may not even know it. Provided by Premier Wealth Advisors Everyone loves a winner. If an investment is successful, most people naturally want to stick with it. But is that the best approach? It may sound counterintuitive, but it may ...
Before You Claim Social Security
A few things you may want to think about before filing for benefits. Provided by Premier Wealth Advisors Whether you want to leave work at 62, 67, or 72, claiming the retirement benefits you are entitled to by federal law is no casual decision. You will want to consider a few key factors ...
Eldercare Choices in the COVID-19 Era
Exploring your extended care options may be wise at this time. Provided by Premier Wealth Advisors Given the threat of COVID-19, seniors today may be considering their extended care alternatives with extra caution.1 In addition to health factors, the cost can be an issue. According to ...
Details on the Tax Deadline Extension
The I.R.S. is giving you three additional months to file and pay. Provided by: Premier Wealth Advisors The Internal Revenue Service knows that many taxpayers have had a stressful spring. So,it has reset the federal tax deadline. You now have until July 15 to file your 1040 form. July 15 is ...