Student Loan Forgiveness Information

Student Loan Forgiveness Information

President Biden’s new student loan debt policy includes canceling up to $20,000 worth of federal student loans for many borrowers. Here are some key points from the program: Eligibility is based on adjusted gross income from either 2020 or 2021 Only loans obtained...
Is it a good time for a Roth conversion?

Is it a good time for a Roth conversion?

The downturn in the stock market may have caused the value of your retirement account to decrease. But if you have a traditional IRA, this decline may provide a valuable opportunity: It may allow you to convert your traditional IRA to a Roth IRA at a lower tax cost....