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.

Listen in your favorite podcast app!

On-Demand Webinar Recording

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.


You'll also get our emails with important updates, deadlines, our content and other relevant information.

We respect your privacy, unsubscribe at any time