Important facts and a date to remember.  Provided by Marc Aarons  Are you one of the many retirement account holders who took a mandatory distribution this year? If so, you may be able to manage the taxes associated with Required Minimum Distributions (RMDs) from traditional IRAs and 401(k)s. There are some essential details to keep […]

Investors may be eligible to “undo” certain retirement account withdrawals before September.  Provided by Marc Aarons  In March, the Coronavirus Aid, Relief, and Economic Security (CARES) Act became law. It was designed to help Americans impacted by the COVID-19 pandemic.1 The new law offered investors a financial break. It gave people the option to skip […]

The I.R.S. is giving you three additional months to file and pay. Provided by Marc Aarons 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 also the deadline to […]

Markets react to the plunging oil prices, corporate earnings, and the first attempts to restart the U.S. economy. Presented by Marc Aarons THE WEEK ON WALL STREET Stock prices bounced around last week as investors reacted to wild swings in the price of oil and reports that called into question the efficacy of two potential […]

What they are. How they help. Provided by Marc Aarons In response to the COVID-19 pandemic, almost every state in America is under some sort of stay-at-home order. This unprecedented time has also led many businesses, large and small, to downsize or close up shop entirely. In response to the drastic impact that COVID-19 has […]

In this Q1 recap: COVID-19 hits the United States, followed by heavy economic volatility, government stimulus, and an as-yet untold human cost. A review of Q1 2020, Presented by Marc Aarons THE QUARTER IN BRIEF The spread of COVID-19 sent stocks tumbling in the first quarter, as health and economic costs of the pandemic began […]