Coronavirus Tax Relief: New Rules For Tapping Retirement Plans And IRAs

Thank you again, Bob, for a fantastic overview of the new tax relief on the topic of IRAs, etc. I agree that CARES has taken over the SECURE Act to the point that we have all sort of forgotten about SECURE. And as Andy or you also said, we are also still dealing with the 2017 tax overhaul when corporate rates were lowered and other changes, including QBI deduction are still being digested in terms of strategy. So, yes, advisors may be overwhelmed a bit by all of this, and thankfully you are here to help!

The presenter was great, the details and the "unknown guidance yet to come" created hesitation to move on any strategies