Financial planning during the global pandemic
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Financial planning during the global pandemic

2 years ago · 64 KB Download



During the COVID-19 health crisis, it is important to focus on what you can control in your financial life. While everyone is unique, there are some important strategies and ideas you should consider implementing right now. Important areas to examine include your cash flow, investments, and estate planning needs. A few planning strategies that could be beneficial now include doing Roth Conversions due to low tax rates and depressed asset values and making 529 Plan contributions for future educational expenses.

Download the strategies for financial planning during a pandemic

File name: financial-planning-during-the-pandemic.pdf

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