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Planning strategies for uncertain times

The coronavirus pandemic has impacted us all — in more ways than one. In an effort to provide financial relief, the federal government passed the Coronavirus Aid, Relief, and Economic Security (CARES) Act. This legislation opened the door for Americans to seek financial relief through distributions and loans from their retirement savings accounts without the typical penalties or mandatory withholdings. Please note: withdrawals may generate an income tax liability — and loans will reduce account balances — which may impact withdrawal values and limit participation in future growth potential. Other restrictions may apply.

Let’s take a look at a few financial alternatives and strategies you may want to consider. I will work closely with you to create a tailored plan and chart a path forward through these uncertain times.

Financial strategies for uncertain times.pdf