The CARES Act and IRAs

Show aired on April 11th, 2020

The Coronavirus Aid, Relief, and Economic Security Act—or the CARES Act—is officially the law of the land.  Alan Cox, CPA, Head of Estate and Trust Planning at Ronald Blue Trust, joins Mike to discuss the act and the changes related to IRA distributions.  If you are taking a Required Minimum Distribution or need to make an IRA withdrawal due to a CORONA RELATED financial consequence, this is a MUST LISTEN TO Podcast!

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CARES ActIRA

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Though Mike Miller is an employee of Ronald Blue Trust, Talking Money^® represents his individual views, and not those of his employer or any other sponsor of the program. During the program, Mike may discuss market trends as well as specific financial planning techniques and investment ideas. These discussions are for general information only and are not intended to provide specific advice or recommendations to any individual or organization. Work with your attorney, or accounting, or investment professional for specific individual advice and services. Any securities or investment products discussed on Talking Money® are not insured by the FDIC, are not a deposit or other obligation of or guaranteed by any bank, and are subject to investment risk, including possible loss of principal amount invested. Some shows contain time sensitive material that should not be relied upon without verifying.

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