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Cares Act Confusion?? We can help.

Susie L. Light, Wealth Manager

We partner with successful professionals and small business owners who aspire to a work-optional lifestyle.

发布日期: 2020年4月25日

The Cares Act creates options for turning off your 2020 Required Minimum Distributions (RMDs), re-depositing RMDs monies already taken in 2020, taking Covid-19 related hardship withdrawals from retirement accounts... Do you have a cohesive plan and an experienced advisor to guide you in making these decisions? Please reach out to us at Light Strategic Advisors for help with this or just to get a second opinion on your portfolio and the determination of your actual tolerance for risk in this difficult time. We can be reached at [email protected]. If you reach out we will send you an executive summary of the Cares Act provisions, published by LPL Financial. Stay safe.

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Cares Act Confusion?? We can help.

Susie L. Light, Wealth Manager

We partner with successful professionals and small business owners who aspire to a work-optional lifestyle.

Susie L. Light, Wealth Manager的更多文章

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