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billmonte

November 24, 2020 By billmonte

October-2020

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November 24, 2020 By billmonte

September-2020

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November 17, 2020 By billmonte

Big Changes Likely for Social Security, Medicare Under a Biden Presidency

Big Changes Likely for Social Security Medicare Under a Biden Presidency

Big Changes Likely for Social Security, Medicare Under a Biden PresidencyThe new president and a fresh Congress will sooner or later have to face the twin safety net programs, both sorely in need of help.When President-Elect Joe Biden takes office next year, sooner or later he and Congress will need …

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November 17, 2020 By billmonte

Now Is The Best Time In History To Do A Roth IRA Conversion

Now Is The Best Time In History To Do A Roth IRA Conversion

Now Is The Best Time In History To Do A Roth IRA ConversionCurrently, six factors are converging to make Roth IRA conversions more promising for more IRA owners than ever before.No Required Minimum Distributions (RMDs) For 2020 The $2 trillion dollar Coronavirus Aid, Relief, and Economic Security …

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November 17, 2020 By billmonte

Let Your House Pay For Your 2020 Roth IRA Conversion

Let Your House Pay For Your 2020 Roth IRA Conversion

Let Your House Pay For Your 2020 Roth IRA ConversionJust the title of this article could be enough to push Dave Ramsey into anaphylactic shock. For most of his audience, having a paid-up house in retirement is a good thing—to be preserved. I am proposing an idea that will likely work with wealthier …

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