This is a crucial point in one's life. Financial priorities shift. Cash flow and the security of that cash flow may become increasingly important. This is also the time many solidify the legacy they have dedicated their lives building. This includes legacy planning, gifting strategies, efficient wealth transfer, and pursuit of charitable aspirations. Click below to receive our 'Are You Ready to Retire' retirement checklist.
The Coronavirus, Aid, Relief and Economic Security (CARES) Act was signed into law on March 27, 2020. There are some key impacts to Individual Retirement Accounts (IRAs), Qualified Retirement Plans, and Tax Filing Requirements in 2020. We'll determine the impact to you and create actionable steps in response to the new changes.