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What Retirees Should Know About the CARES Act (Ep. 4)


Retirement planning has been affected by The CARES Act, which was passed by Congress in response to the COVID-19 pandemic.  While there were many provisions, there are some specific examples that apply to people near or in retirement.  No RMDs are required in 2020, and there’s a way to undo it.  There are also some tax strategies you should know about in case it can lower your tax bill.

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Taxes and Retirement

Lower Your Taxes In Retirement

Taxes are one of your largest expenses in retirement. Learn various strategies that can reduce the amount you'll pay.

 

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