Roth IRA Conversion in the Era of COVID-19

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Provided by Holland Rajaniemi

The COVID-19 pandemic has shaken up nearly every aspect of American life. To say it’s been a difficult time would be an understatement.

However, difficult times may open doors to new possibilities. Businesses are changing their ways of operating, and individuals are exploring new avenues for investment. It may be time for you to consider some opportunities, as well.

Before you go Roth, it’s important to involve your trusted financial professional. Our Wealth Management Team is here to answer any questions you may have about a Roth Conversion.

Holland Rajaniemi may be reached at 860-885-3680 or [email protected]


Key Provisions of the CARES Act

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Recently, the $2 trillion “Coronavirus Aid, Relief, and Economic Security” (“CARES”) Act was signed into law. The CARES Act is designed to help those most impacted by the COVID-19 pandemic, while also providing key provisions that may benefit retirees.

To put this monumental legislation in perspective, Congress earmarked $800 billion for the Economic Stimulus Act of 2008 during the financial crisis.

The CARES Act has far-reaching implications for many. Download the pdf below to learn about the most important provisions to keep in mind.