CARES Act Retirement Plan Provisions – Part 2

CARES Act Retirement Plan Provisions – Part 2 In our last post, we discussed some CARES Act relief provisions related to retirement plan participants and access to funds.  In this second post, we’ll discuss a few more items that pertain to distribution relief. For...

CARES Act Retirement Plan Provisions – Part 1

CARES Act Retirement Plan Provisions – Part 1 On March 27th Congress passed, and President Trump signed the rescue bill related to Coronavirus.  The CARES Act has a massive amount of economic stimulus for our country to help workers and small businesses find fast...

Weathering the COVID-19 storm together

Weathering the COVID-19 storm together I am very proud of our clients right now.  Even though the COVID-19 pandemic is still evolving and having violent short-term effects on the financial markets and on our daily lives, many of you are hanging right in there with the...

SECURE Act

New Retirement Plan Rules – SECURE Act The so-called SECURE Act was added into a year-end spending bill that was passed by Congress on December 19th.  In the coming months you’ll be seeing a lot in the financial news about this law and its implications.  Here are its...

Social Security Claiming

Social Security Claiming One of the most common planning items we help clients with is the social security claiming decision.  More often than not, we advise against the conventional wisdom of delaying the claim of social security retirement benefits.  While the early...