Retirement planning in 2020 was flipped on its head when Congress passed the CARES Act, a $2 trillion economic relief package aimed at helping both individuals and businesses. The impact on retirement planning was significant:
Understanding the planning impact of these new rules is vital to helping your clients. Our Planning in 2020 guide overviews the provisions and addresses common questions left in the wake of the CARES Act.
Download the guide by filling out the form.