27 Search Results for: cares

  • RMD Planning in 2020 After the CARES and SECURE Acts

    Posted on May 8, 2020

    RMD Planning in 2020 After the CARES and SECURE Acts Have you considered skipping your required minimum distributions (RMDs) in 2020? The CARES Act – a relief package passed as the coronavirus pandemic shakes the economy – gives you that opportunity. Before you waive your RMDs, you need to know what you stand to gain and how the CARES Act and another piece of landmark retirement legislation, the SECURE Act, play together. In this webinar, we explain what you need to know about RMDs in 2020. You’ll walk away with a clearer understanding of your options and ready to make...read the full article

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  • May Monthly Newsletter – 4 Ways the CARES Act Impacts Retirement Planning

    Posted on April 29, 2020

    In response to the halting U.S. economy, set off by the coronavirus pandemic, the federal government passed a massive emergency funding bill to protect and support American businesses, hospitals and individuals. The Coronavirus Aid, Relief, and Economic Security Act (CARES Act) is a far-reaching bill with over 1,000 pages of text that detail the funding, loans, and tax provisions designed to provide economic relief. The CARES Act also includes changes that will impact individuals retirement income strategies, including how they use their IRAs and 401(k)s. Four main areas of retirement planning impacted by the CARES Act are: RMD’s, 401(k) loans, the new coronavirus-related distribution exception, and charitable…read the full article

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  • Retirement Planning in 2020: Making the CARES Act Work for You

    Posted on April 27, 2020

    When the market is volatile, you might feel like there’s a question mark hanging over your retirement plan. Add in new legislation, a global pandemic and rising unemployment rates, and that question mark might loom even larger. We want to help you navigate this tricky time with confidence, so we put together a webinar that covers everything related to retirement planning, now that the CARES Act is in effect. Click Here to Watch the Webinar

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  • Retirement Planning in 2020: Making the CARES Act Work for You [Video]

    Posted on April 24, 2020

    Retirement Planning in 2020: Making the CARES Act Work for You When the market is volatile, you might feel like there’s a question mark hanging over your retirement plan. Add in new legislation, a global pandemic and rising unemployment rates, and that question mark might loom even larger. We want to help you navigate this tricky time with confidence, so we put together a webinar that covers everything related to retirement planning, now that the CARES Act is in effect.   Don't let market volatility stop your financial plan. Schedule a meeting with an advisor today

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  • Retirement Planning in 2020: Making the CARES Act Work for You

    Posted on April 24, 2020

    Retirement Planning in 2020: Making the CARES Act Work for You When the market is volatile, you might feel like there’s a question mark hanging over your retirement plan. Add in new legislation, a global pandemic and rising unemployment rates, and that question mark might loom even larger. We want to help you navigate this tricky time with confidence, so we put together a webinar that covers everything related to retirement planning, now that the CARES Act is in effect. You’ll walk away with a better understanding of how you can take advantage of this new law. Watch the on-demand...read the full article

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  • Roth Conversions and Tax-Loss Harvesting: 2 Strategies to Leverage in a Down Market

    Posted on April 23, 2020

    You’ll be tempted to make rash decisions, and if panic rules the day, you’ll likely regret your choices. As any wise financial advisor will counsel you, it’s important to think long-term. Lean into your financial plan, not away from it.

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  • Everything Business Owners Need to Know About the CARES Act

    Posted on April 14, 2020

    These are unprecedented times to be a business owner, and the government has stepped in to provide support through the CARES Act. But navigating the complexities of the new law isn’t simple. Learn more in our “Everything Business Owners Need to Know About the CARES Act” webinar. Click Here to Watch the Webinar

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  • Everything Business Owners Need to Know About the CARES Act [Video]

    Posted on April 13, 2020

    Everything Business Owners Need to Know About the CARES Act Unemployment has skyrocketed. Some businesses have already shut down. Others are struggling to get by. These are unprecedented times to be a business owner, and the government has stepped in to provide support through the CARES Act. But navigating the complexities of the new law isn’t simple. Learn more in the “Everything Business Owners Need to Know About the CARES Act” webinar.   Don't let market volatility stop your financial plan. Schedule a meeting with an advisor today

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  • Everything Business Owners Need to Know About the CARES Act

    Posted on April 13, 2020

    Everything Business Owners Need to Know About the CARES Act Unemployment has skyrocketed. Some businesses have already shut down. Others are struggling to get by. These are unprecedented times to be a business owner, and the government has stepped in to provide support through the CARES Act. But navigating the complexities of the new law isn’t simple. That’s why we cover everything from business loans to tax relief in our CARES Act in our webinar: “Everything Business Owners Need to Know About the CARES Act.” Watch the on-demand webinar today to learn: ‣   The various loans available to you...read the full article

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  • Four Ways the CARES Act Can Help Your Business

    Posted on April 9, 2020

    From loans to tax breaks to credits, the CARES Act attempts to provide relief to small- and medium-sized businesses. As unemployment numbers reach an all-time high, the government is looking for ways to keep Americans employed by helping employers meet payroll.

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