March 2, 2020


After the market downturn last week, we looked at how someone can invest, have enough income to cover expenses and not risk a downturn in the stock market. It’s a balancing act of different kinds of risk.

We also examined how inherited IRAs that are once again inherited are treated under the SECURE Act.

Then we saw whether converting assets to a Roth IRA would make a difference under the act.

See all that and more in this week’s eNewsletter.