Nov 25, 2020 | News to Note
Pinnacle Wealth Planning Services, Inc. — This year has been challenging on many fronts, but one financial opportunity may have emerged from the economic turbulence. If you’ve been thinking about converting your traditional IRA to a Roth, now might be an...
Nov 18, 2020 | News to Note
Pinnacle Wealth Planning Services, Inc. — Here are some things to consider as you weigh potential tax moves before the end of the year. Defer income to next year Consider opportunities to defer income to 2021, particularly if you think you may be in a lower tax...