
Is a Discounted Roth Conversion Right for You?
While markets are on the rise, it’s easy to forget that drastic drops can happen. But these days, the
While markets are on the rise, it’s easy to forget that drastic drops can happen. But these days, the
The IRS issued recent guidance that proposes some new interpretations to the SECURE Act of 2019. Recall that one
As the end of each year approaches, our team of wealth strategists gives special emphasis to actions that can
With less than a month remaining in this most unusual year, taxpayers should evaluate (and perhaps re-evaluate) their current
The analysis below is not intended as an endorsement of or reaction to either candidate in the 2020 Presidential
With the SECURE Act now in effect, it’s important for active workers and retirees alike to revisit retirement and
Giving to charity is great; giving away your tax deduction is not. In this first comment in a series
CornerCap builds a wealth management plan around your story. Through thoughtful discovery and independent discipline, we work to help your assets and life appreciate together.