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Planning Strategies 2020: Returning CAREs Act Retirement Distribution

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Planning Strategies 2020: Returning CAREs Act Retirement Distribution

Continuing with our deeper dive on planning strategies for year-end 2020, today we'll discuss the ability for “qualified individuals” to return a distribution from their IRA or retirement plan.

While you are not required to return the distribution, rebuilding your retirement savings, getting your money reinvested, and recouping taxes are a few good reasons to make it a priority. 

Read more here for more on the CAREs Act.


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 The information is believed to be accurate as of the time it is distributed and may become inaccurate or outdated with the passage of time.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.