Retirement Plans and the CARES Act On-Demand Webinar

Summary

The CARES Act offers taxpayers impacted by the COVID-19 a variety of financial relief mechanisms, including provisions for retirement accounts. Taxpayers can take up to $100,000 penalty free from qualified retirement accounts, defer taxes on those distributions, skip required minimum distributions (RMDs) for 2020, as well as take out higher loan amounts from their 401(k). After this quick 15-minute webinar, you'll be prepared to help clients determine their best retirement plan tax options during this unprecedented time.

Course Details

This on-demand webinar includes a video recording and presentation slides.