Money and More© will be taking a break during Tax Season. Look for the next post in late April or early May when I come out of being tax comatose.
In the meantime, if your situations merits it, consider Roth Conversions while the market is down.
February 29, 2020 By
Taking a break; Money and More© February 2020
About Rorik LarsonRorik Larson is a fee-only financial planner located in Palos Heights, IL serving clients throughout the Chicago area and across the country. Essential Financial Strategies provides tax focused comprehensive wealth planning, college planning, and retirement planning, to help clients organize, protect, and grow their assets. Essential Financial Strategies serves clients as a fiduciary.
