The 7 things retirees should know about the CARES Act

Download the free guide and uncover planning opportunities

Staying on top of your finances can be overwhelming, especially when the economy's in flux and new relief bills continue to be enacted.

Complete the form now to download the free CARES Act guide for retirees. You'll walk away with answers common questions many are asking, including:

How does the relief bill impact RMDs?
Am I taking full advantage of the flexible RMD benefits provided by the bill?
Are there unique planning opportunities I should leverage this year?

Prefer to speak with an experienced financial professional? Request a complimentary, no-obligation consultation today.

ABOUT US

RETIREMENT OPTIMIZED is a complimentary educational program designed to help you gain more control over your retirement. Build your knowledge and make even smarter decisions with our simple quick guides, short videos and planning tools, all designed to help set you up for long-term success. Our nationwide network of licensed financial professionals and seasoned educators provide free, no-obligation retirement planning workshops, webinars and one-on-one consultations to help you build personalized, tax-savvy plans.

This material is intended to provide educational information only. This information is not designed or intended to be applicable to any person’s individual circumstances, and it cannot be used or relied upon for the purpose of avoiding IRS penalties. This material should not be considered, and does not constitute, personalized investment advice. As with all matters of a tax or legal nature, you should consult your tax or legal counsel for advice.