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Planning Strategies for 2020: CAREs Act Retirement Account Distribution

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Planning Strategies for 2020: CAREs Act Retirement Account Distribution

As part of the CARES Act, which was passed by congress in late March, “qualified individuals” may withdraw up to $100,000 from retirement accounts without the normal 10% early withdrawal penalty. The window to take a distribution and avoid the penalty ends December 31st, 2020.

Join us as we look into alternative options -- like 401(k) loans -- how a distribution would work, and tax considerations.


This content is for informational purposes only and does not constitute investment advice or an offer to buy or sell any security. The information is believed to be accurate as of the time it is distributed and may become inaccurate or outdated with the passage of time. You should contact your financial advisor or CPA professional before making any tax or investment-related decision. Past performance does not guarantee future results. All investments may lose money.