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One COVID-19 Tax Relief Fact That Retirees Should Understand!

These are trying times and we all have information overload, but one small piece of the new emergency tax relief legislation that seems “lost in the sauce” is perhaps the most important for retirees. There was a last-minute push for seniors to be included in the $1,200 relief checks, although if retired and on a …

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Best Tax Planning Strategies - LifeLine Tax

It’s Not All Bad News. Roth Conversions In A Down Market Can Be A Big Win!

For many Americans the bad news surrounding the current crisis is all-consuming.  Even for those not living check to check, it can still be very stressful.  Employers struggle with using savings, loan lines, or selling assets to keep afloat.  Others face layoffs of workers that are practically family members.  There is a lot of heartaches …

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