Planning in 2020: RMDs, Retirement Planning After the CARES Act

Retirement planning in 2020 was flipped on its head when Congress passed the CARES Act, a $2 trillion economic relief package aimed at helping both individuals and businesses. The impact on retirement planning was significant:

RMDs are eliminated in 2020

For those who already took RMDs, the 60-day rollover option was extended

The early withdrawal penalty from retirement accounts was removed

Qualified Charitable Contributions are left with lingering questions

Understanding the planning impact of these new rules is vital to helping your clients. Our Planning in 2020 guide overviews the provisions and addresses common questions left in the wake of the CARES Act.

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