The Macro View

CARES Act Waives Required Distributions in 2020

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  The Coronavirus Aid, Relief, and Economic Security (CARES) Act, a wide ranging fiscal relief package aimed at helping Americans confront the economic challenges brought on by the Covid-19 pandemic, contains a series of unprecedented maneuvers including the much discussed stimulus check provision and the Paycheck Protection Program (PPP).  While these two features of the… Read more »


ROTH IRA Conversions: A Powerful Planning Tool in 2020

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  Over the last 8 weeks the world has changed.   The exact changes are not yet known but certain probabilities that impact long-term financial planning have shifted.   We believe these changes have made ROTH conversions a more important strategy than ever for young savers looking to reduce their future tax burden and for older savers looking to maximize wealth transfers to their kids…. Read more »