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CARES Act: RMDs, Charitable Giving, & IRA Contributions

Last week Congress passed the Coronavirus Aid, Relief and Economic Security Act (CARES Act), a $2,000,000,000,000 (two trillion) dollar stimulus package. National news outlets have covered the most well-known benefits; taxpayer payments, tax filing deadline delays and modified COVID-19 related sick time. Additional, less known benefits like the 2020 “RMD Holiday”, updated … Continued

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What’s Next?

I always enjoy writing with good news. I have some for you today. As I write this, the S&P is up roughly 32% from its lows in March. We are only down a “mere” 13% from its all-time highs. It seems like a long way to go to get back … Continued

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