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The CARES Act – What It Means to You

The recent CARES Act not only gave money to many Americans, it offered penalty free withdrawals and increased loan amounts from retirement accounts.   Join Karen Schaeffer, CFP®, on behalf of National Institute of Transition Planning, Inc. (NITP), as she walks you through the provisions of the Act and what the implications are for your personal financial plan.  She’ll cover:

  • The real cost of early withdrawals.
  • The lost opportunity that comes with retirement account loans.
  • How to know what is right for you.
  • Major changes to RMDs for 2020 and beyond.

Strategies for staying financially healthy while the world copes with the pandemic.