To begin this edition of The Bullet Points, we wanted to remind you of the new rules regarding your Required Minimum Distribution for 2020. The CARES Act has stated that defined contribution plans, such as 401(k)s, 403(b)s, 457(b) plans, and IRAs, may suspend RMDs in 2020. This allows you the ability to skip your RMD in 2020 if that is what you wish.
Do you want to learn how to prepare for retirement in the midst of a pandemic?
Since 1988 we have helped hundreds of Middle TN families navigate the markets and thrive in retirement. Join Barry McCall, CFP® as he discusses the steps you need to take as you prepare for retirement.
The webinar will run for approximately 30 minutes. Submit your questions below as there will be a Q&A session towards the end of the time frame.
*As a bonus, we will send you the Five Steps to Retire in ANY Market after the webinar.
We are living in times of uncertainty not seen in recent memory due to a virus pandemic and the associated government-enforced economic shutdown. Many are faced with the prospect of seeing incomes dramatically reduced, if not eliminated. If you find yourself in this situation, the following are a few simple, but not easy things you must do.
