Listen to the folks at Woodward Financial Advisors share their thoughts on timely financial planning and investment-related topics.
In this third episode of our multi-part series on actions to take in down markets, Ben and Vic talk about the ins-and-outs of Roth IRA conversions, and how a market downturn may be a good time to consider such a strategy.
We talk about CARES recovery rebate checks, the waiver of Required Minimum Distributions for 2020, and the new charitable contribution deduction.
Welcome to the launch episode of the Your Money in 20 Podcast, from Woodward Financial Advisors!