The IRS released a notice that gives guidance on the new provision for Required Minimum Distributions. The CARES Act states that, because of the COVID-19 pandemic, people in 2020 are not required to satisfy their RMDs.

Watch this educational vlog to learn more about how this affects you and your IRA.

 

Jay McGowan, CFP®, CPA, PFS
Senior Vice President
Director of Financial Planning
Email Jay McGowan Here

Jason Hatley, CPA
Vice President
Financial Planning Manager
Email Jason Hatley here

 

Fi Plan Partners is an independent investment firm in Birmingham, AL, serving clients across the nation through financial planning, wealth management and business consulting. Fi Plan Partners creates strategies in the best interest of their clients using both fee based investing and transactional investing.

The opinions voiced in this material are for general information only and are not intended to provide specific advice or recommendations for any individual. All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

Economic forecasts set forth in this presentation may not develop as predicted.

No strategy can ensure success or protect against a loss.
Stock investing involves risk including potential loss of principal.

Securities and advisory services offered through LPL Financial, Member FINRA/SIPC and a registered investment advisor.

#468 Dose of Reality #467 Worry, Worry, Worry