Article Date:
June 2020

Word Count:



COVID-19: Two New Retirement Account Strategies You Need to Know

The newly enacted CARES Act made several important retirement account tax law changes that apply to tax year 2020 only.


You have a limited window to use the new strategies, so you need to consider the options today.


First, we’ll tell you two ways you can undo a required minimum distribution (RMD) that you took in 2020 before Congress waived your requirement.


Second, we’ll tell you how you can potentially qualify for a particular tax benefit from a Roth IRA conversion in 2020. ... Log in to view full article.

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