The Institute of Business & Finance has awarded Karly Holland, CFP®, Lead Advisor at Divergent Planning in Bethesda, the Certified Tax Specialist™ designation.
If you’re concerned about the impact of the Russia-Ukraine hostilities on the stock market, read this blog to see what history tells us about geopolitical risks.
Proposed rules would prohibit high-earning taxpayers from converting from an IRA to a Roth and prevent anyone from converting after-tax 401(k) funds to a Roth.
